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.

  • Three white work trucks lined up on a country road, the the "exit planning for trades business owners" blog post. Portus Wealth Advisors logo in the top left.

    Exit Planning for Roofing, HVAC, Plumbing & Electrical Cos

    Published On: July 29, 2026
  • Cement stairs taken from the bottom of the staircase, repseneting the steps needed to take when you want to grow business value before selling. Portus Wealth Advisors logo in the bottom left corner.

    How to Grow Business Value Before Selling

    Published On: July 22, 2026
  • An aerial shot of downtown Greenville, SC with the Reedy River Falls visible. Portus Wealth Advisors logo in the bottom left corner.

    Selling A Business In Greenville SC: An Exit Planning Guide

    Published On: July 17, 2026
  • Guys laying concrete on the roof of a building with the sunset in the background for the "Building a Business With Purpose" blog post.

    Building a Business With Purpose: Lessons From Two Founders

    Published On: July 16, 2026
  • Image of two chains crossing ini front of each other with the title Integrated Business Planning and the Portus WEalth Advisors logo in the bottom right corner.

    Founder’s Dilemma: Disconnected Business and Personal Planning

    Published On: February 25, 2026
  • Portus Wealth Advisors over a futuristic console looking focused and consulative.

    A Guide to NQDC: Using “Golden Handcuffs” to Retain Key Executives

    Published On: November 10, 2025
  • Image of a plant budding from fresh soil with the Portus Wealth Advisors logo

    What is QSBS? A Guide to Tax-Free Investment Gains

    Published On: October 28, 2025
  • Broken compass representing succession challenges with a business.

    Succession Challenges When Your Kids Say “No”

    Published On: September 24, 2025
  • Two hands open palms facing upward holding Scrabble tiles that spell the word "GIVE".

    What if Generosity Was Your Greatest Growth Strategy?

    Published On: August 22, 2025
  • Two people sitting around a table with papers and spreadsheets spread all over with the heading, "Fiduciary Duties: It Can Get Complicated".

    A Fiduciary Checklist for Charlotte Plan Sponsors

    Published On: June 9, 2025