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.

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    Published On: March 25, 2026
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    Selling My Triangle NC Business: An Exit Planning Guide

    Published On: March 25, 2026
  • Charting Opportunities series episode teaser with Matt Butler or PairPEO to discuss HR as a Valuation Killer.

    HR as a Valuation Killer?

    Published On: March 20, 2026
  • Image of St. Lucie Florida at twilight for the "Selling Your St. Lucie Business" blog post. Portus Wealth Advisors logo in the bottom right corner.

    Selling Your Port St. Lucie Business: An Exit Guide

    Published On: March 18, 2026
  • World map with semi-translucent charts and arrows over it. Headline says February 2026 Economic and Investment Update.

    March 2026 Economic and Investment Update

    Published On: March 11, 2026
  • Man working over a tablt with a holographic image of charts popping up from the screen. Heading says Febraury 2026 Financial Planning Update

    March 2026 Financial Planning Update

    Published On: March 11, 2026
  • Florida beach at sunset with the headline "Selling Your Stuart, FL Business," and the Portus Wealth Advisors logo.

    Selling Your Stuart, FL Business: An Exit Planning Guide

    Published On: March 5, 2026
  • Image of two chains crossing ini front of each other with the title Integrated Business Planning and the Portus WEalth Advisors logo in the bottom right corner.

    Founder’s Dilemma: Disconnected Business and Personal Planning

    Published On: February 25, 2026
  • Huge underground bank vault with door halfway open. Portus Wealth Advisors logo in the bottom right corner.

    Asset Protection for Founders: Using Irrevocable Trusts

    Published On: February 17, 2026
  • World map with semi-translucent charts and arrows over it. Headline says February 2026 Economic and Investment Update.

    February 2026 Economic and Investment Update

    Published On: February 11, 2026