Portus Wealth Advisors

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  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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  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
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  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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  April 2025 Economic And Investment Update

  Tags: Algorithmic Trading, April 2025 Economic And Investment Update, Fake News / Misinformation, Intraday Trading, Investor Behavior, Market Fundamentals, Market Manipulation, Market Reaction, Market Sentiment, Market Volatility, Portus Wealth Advisors, risk management, S&P 500, Short Squeeze, Social Media Impact, Tariffs / Trade Policy, US Politics / Trump Administration
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  April 2025 Financial Planning Strategies

  Tags: April 2025 Financial Planning Strategies, Asset Allocation, Bear Market, Emergency Fund, Financial Planning, investing, Investment Strategy, Investor Psychology, Long-Term Investing, Market Correction, Market Volatility, Personal Finance, Portus Wealth Advisors, Retirement Planning, risk management, Tax-Loss Harvesting, wealth management
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  Charitable Giving With Brandon Davis | Charting Opportunities

  Tags: Appreciated Assets, Brandon Davis, Business Owners, Business Sale, C-Corporation, Capital Gains Tax, Charitable Giving, Charting Opportunities, Complex Assets, DAF, Donor Advised Fund, exit planning, Financial Planning, Gifting Business Interest, Grant Making, National Christian Foundation, NC financial planner, NCF, Non-Cash Assets, Philanthropy, portus wealth, Portus Wealth Advisors, Privately Held Business, Tax Deduction, Tax planning, Valuation, wealth management
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  Estate Planning For Business Owners | Charting Opportunities

  Tags: Appraisal, Asset management, Asset protection, Beneficiaries, Business appraisal, Business owner estate planning, Business structure, Business succession, Business transfer, Business Valuation, Buy-sell agreements, Charitable trusts, Charlotte, Charlotte financial planner, Charting Opportunities, Donor advised funds, Erin Patterson, Estate administration, estate planning, Estate planning attorney, Estate tax, Exit Strategy, Family business, financial advisors, Financial Planning, Financial power of attorney, Gifting, Healthcare power of attorney, Holding companies, Investment management, Irrevocable Trust, John Sanders, Key stakeholders, legacy planning, Legal documents, Lifetime exemption, NC, NC financial planner, Non-voting shares, Operating agreements, portus wealth, Portus Wealth Advisors, Powers of attorney, Probate, Reviewing estate plans, Revocable Living Trust, Shareholder agreements, Spousal Lifetime Access Trust (SLAT), Succession Planning, Tax Cuts and Jobs Act 2017, Tax law, Tax planning, Trust funding, Trusts, Updating estate plans, Wills
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  AI And Robotics For The Blue Collar Sector

  Tags: AI, Artificial Intelligence, Automation, Autonomous Technology, Blue-Collar Industries, Business Transformation, Charting Opportunities, Construction Tech, Drones, Future of Work, Innovation, Lucid Bots, ndrew Ashur, Portus Wealth Advisors, Productivity, robotics, Skilled Trades, Technology Adoption
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  Managing Stress As A Business Owner | Charting Opportunities

  Tags: Aging, Biohacking, Blue Zones, Breathwork, Cancer, Cardiovascular Disease, Charlotte financial planner, Charting Opportunities, Chronic Disease, Community, Corporate Wellness, Cortisol, Diabetes, Dr. Jorge, Employee Engagement, Employee Wellness, Executive Health, Exercise, functional medicine, Health is Wealth, Health Optimization, Health Span, Health Tips., Healthcare, Heart Health, Hormones, Inflammation, Integrative Medicine, Isolation, Life Span, Lifestyle Medicine, Loneliness, Longevity, Medical Advice, Medical Testing, Meditation, Men's Health, Mental Health, Mindset, NC financial planner, Neurodegenerative Disease, Nutrition, Peak Performance, Peptides, portus wealth, Portus Wealth Advisors, Preventative Medicine, Recovery, Sleep, Social Connection, Stem Cells, Stress Management, Wellbeing, Wellness, Women's Health, work-life balance, Workplace Stress
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  Business Valuation And How To Increase It | Charting Opportunities

  Tags: ABV, ASA, asset based valuation, business brokers, Business Growth, Business Owners, Business Sale, Business Valuation, Charlotte, Charting Opportunities, corporate attorney, CPA, debt management, discounted cash flow, due diligence, Entrepreneurship, ESOP, exit planning, fair market value, financial advisors, financial buyers, Financial Planning, Financial Reporting, income approach, M&A, mergers and acquisitions, middle market, North Carolina, operational efficiency, Portus Wealth Advisors, private equity, Robert Snowden, small business, South Park Advisors, strategic buyers, strategic value, Succession Planning, valuation process, wealth management

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