Sakshi Chauhan, CFA® – Investment Analyst, Portus Wealth Advisors

A passionate champion of financial empowerment, Sakshi Chauhan brings a global perspective and deep analytical acumen to her role as Investment Analyst at Portus Wealth Advisors. Her journey into finance began in the vibrant business heart of Mumbai, where witnessing the triumphs and challenges of entrepreneurship within her own family ignited a fascination with what drives businesses to succeed. This curiosity—and a desire to make a meaningful impact—led her to pursue a Master’s in Finance at Clark University, where she embraced opportunities to lead and fostered a commitment to collaboration and integrity.

At Portus Wealth Advisors, Sakshi is dedicated to crafting sophisticated, data-driven financial strategies that help clients unlock hidden opportunities within the markets. Her approach blends disciplined analysis with a collaborative spirit, ensuring that clients are well-prepared to navigate complex transitions and achieve their long-term objectives.

Before joining Portus, Sakshi honed her skills through academic excellence and leadership, serving as President of the Finance Association at Clark University and earning induction into the Beta Gamma Sigma honor society. She now channels that same passion into guiding clients toward sustainable growth and financial success.

  • 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
  • A cinematic wide-angle aerial of the Charlotte, NC skyline with the Blue Ridge visible in the distant background on a clear day for the "Selling Your Business in NC" blog post.. Portus Wealth Advisors logo in the top right corner.

    Selling Your Business in North Carolina: What Owners Know

    Published On: August 7, 2026
  • Two men wearing construction helmets outside a home under construction. Tey are looking at the plans for the building and seem to be discussing them. This is for the "selling a trades business in Lakeland FL" blog post. The Portus Wealth Advisors logo is in the bottom left of the image.

    Selling My Lakeland FL Trades Business: An Exit Guide

    Published On: August 5, 2026
  • A wide aerial of Florida's coastline from above, ideally showing both the Atlantic and the Gulf in the same frame or suggesting the breadth of the state -- something that immediately communicates "Florida" without being tied to Miami, Orlando, or any single market. A high-altitude shot showing the peninsula with water on both sides, golden hour light, is striking and immediately distinctive. Portus Wealth Advisors logo in the bottoom left corner.

    Selling Your Business in Florida: What Owners Need to Know

    Published On: July 31, 2026
  • 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
  • An aerial shot of the St. Johns River winding through downtown Jacksonville, FL at golden hour or twilight. Portus Wealth Advisors logo in the bottom left corner.

    Selling A Business In Jacksonville FL: An Exit Guide

    Published On: July 24, 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