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.

  • A bathroom sink with a pair of gloved hands from a plumber attaching pipes for the "selling my Charlotte NC trades business" blog post. Portus Wealth Advisors logo in the bottom left corner.

    Selling My Charlotte NC Trades Business: An Exit Guide

    Published On: August 26, 2026
  • A wide cinematic aerial showing the Upstate's rolling piedmont landscape with the Blue Ridge visible in the background and a hint of industrial or commercial development in Greenville, SC. Portus Wealth Advisors logo on the bottom left corner.

    Selling Your Business in South Carolina: What Owners Know

    Published On: August 21, 2026
  • How to Know If Debt Is Working for You or Against You

    Published On: August 19, 2026
  • The Secret to Moving Up in Your Business Is Replacing Yourself First

    Published On: August 19, 2026
  • Trump Accounts vs Roth IRA: Which One Is Better for Your Kids?

    Published On: August 19, 2026
  • Man working on a roof in silhouette with a rocket going up in the sky above him. The Portus Wealth Advisors logo is in the bottom right corner for this "selling a trades business in Brevard County FL" blog post.

    Selling a Trades Business in Brevard County, Fl: Exit Guide

    Published On: August 19, 2026
  • The Emotional Side of Selling Your Business Nobody Prepares You For

    Published On: August 18, 2026
  • What Nobody Tells You About How a Power of Attorney Actually Works

    Published On: August 18, 2026
  • Thumbnail for the monthly Economic adn investment update from Portus Wealth Advisors, for this, August 2026, edition.

    August 2026 Economic and Investment Update

    Published On: August 12, 2026
  • Thumnail for the monthly financcial plannign update series for this August 2026 edition.

    August 2026 Financial Planning Update

    Published On: August 12, 2026