Founder, Portus Wealth Advisors

A passionate advocate for entrepreneurial success, William Bissett brings over two decades of experience to his role as Founder of Portus Wealth Advisors. His journey into financial planning was sparked by a fascination with economics during a formative year in Washington D.C., leading him to dedicate his career to empowering business owners. William founded Portus Wealth Advisors in Charlotte, NC, in 2019 to provide sophisticated, comprehensive financial guidance, primarily for entrepreneurs leading businesses with revenues between $5 million and $50 million. He excels at helping them build robust financial foundations that support both their ambitious business objectives and their personal life goals, enabling them to not just succeed, but thrive.

Before taking the entrepreneurial leap to establish Portus, William spent more than a decade honing his expertise at a fast-growing RIA in Maryland, learning from key mentors. Today, he focuses on delivering dynamic financial strategies that prepare business owners for significant future transitions and help them secure lasting legacies.

Beyond his advisory work, William is deeply committed to the entrepreneurial ecosystem. He is an active mentor to startups, an angel investor, and the long-time host of the popular "Speaking of Startups" podcast (formerly Charlotte Angel Connection, with over 160 episodes) and the new "Charting Opportunities" podcast. A firm believer in holistic well-being, William champions the idea that true success integrates financial discipline with robust personal health and a strong commitment to community. His approach is built on fostering growth—for his clients, his talented team at Portus, and the broader entrepreneurial landscape.

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    Founder’s Dilemma: Disconnected Business and Personal Planning

    Published On: February 25, 2026
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    A Guide to NQDC: Using “Golden Handcuffs” to Retain Key Executives

    Published On: November 10, 2025
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    What is QSBS? A Guide to Tax-Free Investment Gains

    Published On: October 28, 2025
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    Succession Planning When Your Kids Say “No”

    Published On: September 24, 2025
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    What if Generosity Was Your Greatest Growth Strategy?

    Published On: August 22, 2025
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    Fortify Your Foundation: Are Your Business’s Legal Documents Airtight?

    Published On: July 26, 2025
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    A Fiduciary Checklist for Charlotte Plan Sponsors

    Published On: June 9, 2025
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    Building Your Business Succession ‘Dream Team’

    Published On: June 6, 2025
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    5 Exit Planning Mistakes Charlotte Owners Make

    Published On: June 2, 2025
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    Who Is Your Business’s MVP? A Guide to Key Person Plans

    Published On: May 26, 2025