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.

  • Why Working In Your Business Is Killing Your Exit Value

    Published On: July 11, 2026
  • Entrepreneurship Through Acquisition: The Real Estate Risk Nobody Talks About

    Published On: July 11, 2026
  • How to Spot a Fake Expert Before They Cost You Money

    Published On: July 11, 2026
  • The Hidden Cost of Using Your CPA for Bookkeeping

    Published On: July 11, 2026
  • Charting Opportunities Thumbnail for monthly business owner series, featuring Robert (Rob) Snowden (left image) with his company logo (South Park Advisors) on the right. Title of this episode is How to Maximize your Business Valuation.

    How to Maximize Your Business Exit

    Published On: July 3, 2026
  • Image of a man (business owner) standing on the bank opposite the Jupiter, Florida inlet lighthouse. Portus Wealth Advisors logo in bottom right corner.

    Selling My Jupiter FL Business: An Exit Planning Guide

    Published On: July 1, 2026
  • Featured Image for Exit Value Optimization blog post, featuring a black SUV heading up the exit ramp in the Blue Ridge mountains. Portus Wealth Advisors log in the top left.

    Exit Value Optimization: Maximize What You Walk Away With

    Published On: June 24, 2026
  • Image of a man outside a stone wall sign that says "Palm Beach Gardens" hammering a sign into the grass that says, "Business for Sale". Portus Wealth Advisors logo in bottom right corner.

    Selling My Palm Beach Gardens Business: An Exit Guide

    Published On: June 17, 2026
  • Thumnail for the Charting Opportunities series for business owners looking to scale and sell their business. This thumbanil promotes the July 8, 2026 episode with Albert Taras who founded and sold TCG Consulting after 27 years. Image of Albert on the left and his company logo on the right, with the title of the episode in the middle " Spotting the Shift: How He Built a $28 Billion Enterprise, Albert Taras, TCG Consulting".

    Spotting the Shift: How He Built a $26B Enterprise

    Published On: June 10, 2026
  • June 2026 Financial Planning Update from Portus Wealth Advisors and Kaitlin DeDora, showing a person's hand navigating a tablet with a hologram of a bar graph extending upward and the Portus Wealth Advisors Logo in the bottom right corner.

    June 2026 Financial Planning Update

    Published On: June 10, 2026