William Bissett

Helping Entrepreneurs Maximize Your Wealth So You Can Create Value for Your Business and Your Family!

William Bissett is the President and Founder of Portus Wealth Advisors, a private wealth management firm based in Charlotte, North Carolina.1 Here are some key details about William Bissett:

Professional Background

William has extensive experience in financial planning, entrepreneurship, and angel investing. His career journey includes:

Starting as a financial advisor selling insurance products before moving into wealth management5
Working as a Wealth Manager at Pinnacle Advisory Group for over 8 years4
Founding a software company called Principled Heart in 2013, which provided tools for organizing personal and financial information4
Joining the Charlotte Angel Fund in 2015 as a member and investor3
Founding Portus Wealth Advisors in 20194

Expertise and Focus

William specializes in working with entrepreneurs to help them maximize their wealth and create value for their businesses and families.4 His areas of focus include:

Financial planning for business owners and entrepreneurs
Startup growth strategies
Angel investing

Additional Roles and Accomplishments

Beyond his primary role at Portus Wealth Advisors, William:

Hosts the "Speaking of Startups" podcast (formerly Charlotte Angel Connection)1 3
Serves as a Principal at Charlotte Growth Partners3
Is a Certified Exit Planning Advisor (CEPA)2
Was named to AdvisorHub's "Advisors to Watch" list in 2022 and 20234
Was recognized in Investment News' "40 under 40" in 20164

William Bissett combines his financial planning expertise with a passion for entrepreneurship and startup growth, making him a unique advisor in the wealth management space.