Portus Wealth Advisors employee Kaitlin DeDora passed her CFP exam.
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Please join us in giving a massive congratulations to Kaitlin DeDora! 🎉 She passed her CFP exam. This is a huge milestone and a testament to all her hard work. 📚 Passi…
Company
Portus Wealth Advisors
Strategic Wealth Planning for Founders & Exits ($5M–$50M)
- Industry
- Financial Services
- Location
- Charlotte, US
- Company size
- 2–10 employees
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.
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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.
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