William Bissett

About William Bissett

The financial services profession is terrible at working with entrepreneurs.Most advisors/planners want to manage your liquid assets, but your largest asset is your business. And right now. you\'re the best manager of that asset.Your business isn’t just a line item on a balance sheet. It’s proof of concept. Proof of courage. Proof of sacrifice. But after years of pouring your soul into building it, you often face a disconnect: You have complex needs (tax planning, estate strategy, legacy goals), but you haven\'t yet monetized the work.That\'s where Portus Wealth Advisors steps in.We guide owners of businesses with $5M–$50M in revenue through the most critical transition of their lives: The Exit and the Encore.We learned early on that if we wait until after you sell to start planning, we’ve missed the biggest opportunities to add value. We work with you beforehand to ensure that when you do exit, you aren\'t just wealthy, you\'re prepared.WHAT WE DO: We act as your \"Personal CFO\" and strategic partner, helping you navigate- Pre-Transaction Planning: Maximizing the value of your exit before the ink dries- The Identity Shift: Moving from building a company to building a legacy- Comprehensive Wealth: Tax, insurance, and estate planning that honors the hustle that got you here.CREDENTIALS & COMMUNITY: I am a founder myself. The passion and drive I saw in my clients early in my career inspired me to step out on my own. I believe in being in the arena, not just watching from the stands.Recognition- Advisor Hub \"Advisors to Watch\"(2022, 2023, & 2025), Investment News \"40 Under 40\"Thought Leadership- Host of \"Charting Opportunities\" & \"Speaking of Startups\"(Consistently ranked Top Startup Podcast)Community- Charlotte Angel Fund Member, RevTech Labs Mentor, FPA of Maryland Past PresidentPublications-Featured in The New York Times, Journal of Financial PlanningYOU HAVE ONE SHOT AT THE ENCORE. LET\'S MAKE IT COUNT!

Experience

1. President and Founder

   Portus Wealth Advisors

   Feb 2019 — Present · Charlotte, NC, US

Education

• North Carolina State University

  B.A., Economics

  1997 — 2002

Skills

• Certified Financial Planner
• Wealth Management
• Retirement Planning
• Retirement
• Estate Planning
• Personal Tax Planning
• Financial Planning
• Wealth Management Services
• Roth Conversions
• Asset Management
• Lean Startup
• Digital Assets
• Estate Administration
• Insurance Planning
• 401k
• 401k Rollovers