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.

  • Image of awoman walking up a dark stairwell, with light emergeing and leadingg the way toward the top for the " Every Owner Is Already Doing Succession Planning" blog post

    Every Owner Is Already Doing Succession Planning

    Published On: September 7, 2026

  • The Secret to Moving Up in Your Business Is Replacing Yourself First

    Published On: August 19, 2026

  • The Emotional Side of Selling Your Business Nobody Prepares You For

    Published On: August 18, 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
  • 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
  • Thumbnail for William Bissett's interview on the Remarkable People Podcast. Image of William on the right. Episode title on the left, "Failing College to Financial CEO: William Bissett On True Leadershipt and Lettign Go"

    Letting Go of Your Business

    Published On: July 15, 2026

  • How to Sell Your Business Without Letting Your Ego Get in the Way

    Published On: July 11, 2026

  • Why Working In Your Business Is Killing Your Exit Value

    Published On: July 11, 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

  • Selling Your Business Is a Process, Not a Checklist

    Published On: June 15, 2026