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.

  • An aerial shot of the St. Johns River winding through downtown Jacksonville, FL at golden hour or twilight. Portus Wealth Advisors logo in the bottom left corner.

    Selling A Business In Jacksonville FL: An Exit Guide

    Published On: July 24, 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
  • An aerial shot of downtown Greenville, SC with the Reedy River Falls visible. Portus Wealth Advisors logo in the bottom left corner.

    Selling A Business In Greenville SC: An Exit Planning Guide

    Published On: July 17, 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
  • How to Build a Business That Runs Without You: Start by Teaching

    Published On: July 11, 2026
  • 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