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.

  • Charting Opportunities thumnails from the Building With Purpose episode featuring Doug Roe of Code Red Roofers of South Florida.

    Doug Roe: How Purpose Grew My Business 5x

    Published On: October 7, 2025
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    Why This Founder Walked Away From a Top PE Deal

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  • David Vines Charting Opportunities thumbnail for his talk on business docs with the Portus Wealth Advisors team. Image includes David Vine's headshot and the Hiedi E Royall Law logo

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    Published On: September 15, 2025
  • Charting Opportunities thumnail for video series with image of guest, Andrew Ashur, Lucid Bots logo, and the heading Robotics in the workforce

    Robotics in the Workforce with Andrew Ashur

    Published On: June 21, 2025
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    More Than Profit: A Values Guide for Charlotte Owners

    Published On: May 19, 2025
  • Charting Opportunities thumbnail for Greg Brown episode, including Greg's picture, logo (Cardinal Finance) and name of the episode (The Role of a Fractional CFO)

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    Published On: May 11, 2025
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    Why Charlotte Owners Should Start Succession Planning Now

    Published On: May 5, 2025
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    Founder Secrets: Build, Grow & Exit Your Business

    Published On: May 2, 2025
  • Charting Opportunities thumbnail for talk with Jay Ripley, including his picture, company logo (GEM), and name of the talk (Selling to Private Equity)

    What Do Private Equity Firms Look For in a Business?

    Published On: March 17, 2025
  • Charting Opportunities thumbnail featuring and Image of Robert Snowden, his company logo (South Park Advisors) and the name of the talk (Understanding Business valuations).

    A Founder’s Guide to Business Valuation and Increasing It

    Published On: March 16, 2025