Company intelligence
Portus Wealth Advisors
Strategic Wealth Planning for Founders & Exits ($5M–$50M)
About Portus Wealth Advisors
Portus Wealth Advisors is the strategic partner for founders and investors who have outgrown standard financial advice. Based in Charlotte, NC, and serving clients nationwide, we specialize in guiding owners of $5M–$50M businesses through their most critical financial transitions. We act as your Personal CFO, helping you monetize your life's work, navigate liquidity events, and architect a legacy that goes beyond the balance sheet. Your business was the first act. We help you plan the Encore.
Verified activity
Signals from Portus Wealth Advisors
7 published signals
Sales & Marketing
Portus Wealth Advisors is giving away 10 copies of the book
Reported by Portus Wealth Advisors
Presence & Recognition
Portus Wealth Advisors is hosting a private 15-minute online meet up before the live Charting Opportunities episode featuring guest Eileen Stephens from Culture Index.
Reported by Portus Wealth Advisors
Presence & Recognition
Portus Wealth Advisors is hosting a private 15-minute online meet up before the live Charting Opportunities episode featuring guest Eileen Stephens from Culture Index.
Reported by William Bissett
People
Portus Wealth Advisors employee Kaitlin DeDora passed her CFP exam.
Reported by Portus Wealth Advisors
Products & Services
Portus Wealth Advisors noted that Charles Schwab released a new product for the institutional side of its business.
Reported by William Bissett
Products & Services
Portus Wealth Advisors
Reported by William Bissett
Presence & Recognition
Portus Wealth Advisors is hosting a business sale on SiriusXM Channel 146 on the Road Dog Trucking show between 4:30pm and 5pm, featuring a talk by William Bissett about financial planning and exit strategies.
Reported by William Bissett