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buy-sell agreement

  • Image of a handshake with the words "Buy Sell Agreement Not Funded?"

    Is Your Charlotte Buy-Sell Funded? Why It’s Critical for Partners

    Tags: Business Partnership, business risk management, Business Valuation, buy-sell agreement, Charlotte Business Owner, Charlotte financial planner, Charlotte NC Financial Planner, Disability Insurance, Funding Buy-Sell, Life Insurance, NC financial planner, Partnership Agreement, Portus Wealth Advisors, Shareholder Agreement, Succession Planning
  • Guy walking between two cliffs on a tightrope with the words "What's your buiness risk strategy".

    Is Your Charlotte Business Protected? Key Financial Risks Owners Overlook

    Tags: Asset protection, business continuity, business planning, business protection, business risk management, buy-sell agreement, Charlotte business advisor, Charlotte NC business, financial risk, key person risk, Portus Wealth Advisors, risk assessment
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511 East Blvd
Charlotte, NC 28203
(704) 936-0084

Client Relationship Summary

Portus Wealth Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission. Investment advisory services, brokerage services, and fees differ, and it is important for you to understand these differences. Free and simple tools are available to research firms and financial professionals at www.Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.

View CRS FormView CRS Form

© Portus Advisors 2025

Contact UsContact Us
LEARN MORE
  • About
  • Insights
  • Personal
  • Business
  • Charting Opportunities
QUICK LINKS
  • Contact
  • Login
  • Privacy Policy
  • CRS
Get in touch

511 East Blvd

Charlotte, NC 28203

(704) 936-0084

Client Relationship Summary

Portus Wealth Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission. Investment advisory services, brokerage services, and fees differ, and it is important for you to understand these differences. Free and simple tools are available to research firms and financial professionals at www.Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.

View CRS FormView CRS Form

© Portus Advisors 2025

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