wealth management

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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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  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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  March 2025 Financial Planning Strategies

  Tags: Budgeting, Debt-to-Income Ratio, Financial Advice, Financial Goals, Financial Planning, Financial Strategy, Home Affordability, Home Buying, Home Equity, Homeownership, Investment Property, March 2025 Financial Planning Strategies, Mortgage, Mortgage Rates, Personal Finance, Portus Wealth Advisors, Real Estate, Real Estate Investing, Second Home, wealth management
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  Business Owner Charitable Giving Strategies

  Tags: Business Asset Donations, Business Owner Charitable Giving, Business Owners, Business Philanthropy, business succession planning, Capital Gains Tax, Charitable Contributions, Charitable Giving Strategies, Closely Held Business, Community Impact, Donating Appreciated Assets, Family Business Giving, Financial Planning, Legacy Building, Marketable Securities, National Christian Foundation, NCF, Non-Cash Asset Donations, Philanthropy, Selling a Business Charitable Giving, Small Business Giving, Stock Donations, Strategic Giving, Tax Benefits, Tax Efficient Donations, wealth management
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  Estate Planning – Structuring Around Business Transitions

  Tags: asset protection strategies, business owner retirement planning, business succession planning, estate planning, estate planning basics, estate planning for entrepreneurs, financial advisor insights, financial planning for business owners, Insurance, intergenerational wealth transfer, legacy planning, long-term financial goals, personal finance strategies, retirement strategies, succession planning tips, wealth management