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Charlotte business advisor

  • 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
  • Man looking at wall of boxes with retirement plans to chose from, including 401k, Simple, and SEP.

    401(k) vs. SEP vs. SIMPLE: Choosing the Right Retirement Plan for Your Charlotte Business

    Tags: 401k, business retirement plans, Charlotte business advisor, Charlotte NC retirement plans, corporate retirement plans, employee benefits Charlotte, Portus Wealth Advisors, retirement plan comparison, SEP IRA, SIMPLE IRA, small business retirement, tax advantages business
  • A set of five keys in the middle of the light filtering between four skyscrapers with the words "5 keys to a successful exit".

    5 Steps To Prepare Your Charlotte Business For A Successful Sale

    Tags: Business Exit Planning, business transition, Business Valuation, Charlotte business advisor, Charlotte NC business sale, Exit Strategy, M&A preparation, Maximize Business Value, Portus Wealth Advisors, prepare business for sale, selling a business
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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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