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Portus Wealth Advisors

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Portus Wealth Advisors

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Portus Wealth Advisors, Financial planner, 511 East Boulevard, Charlotte, NC.

10/28/2026

If you had to pick your favorite decade, which one would you choose? 🤔

In our newest Portus Perspectives, William shares a story about a client who was battling cancer.

They sat down together in the mountains of Virginia to record a legacy video for his grandkids. 📹

They went through his entire life decade by decade.

They covered the hardships, successes, and his greatest memories. 💭

When they finished recording, William asked him which decade was his favorite.

Without pausing, the client looked right at him and said, "This one." ❤️

He explained that if his current decade wasn't his favorite, what was he still here for?

Looking back at your past is important because it defines what molded you.

But you've got to take all those lessons and use them to propel yourself forward. 📈

What's your favorite decade and why? Let us know below. 👇

10/27/2026

Most founders spend decades building a valuable company without ever asking the one question that actually matters. 🤔

Is the business truly transferable?

We're doing something different to wrap up the second season of Charting Opportunities on November 11 from 4:30 PM to 5:30 PM. 🎙️

Usually, William and John interview outside experts to help Charlotte founders grow.

But for this finale, they're stepping out from behind the advisor chair. 🪑

They're sharing the exact patterns they've seen after working with over 200 business owners.

A business that cash flows beautifully for you isn't automatically attractive to a buyer. 🛑

If every decision still flows through you, the company is completely reliant on your hustle.

Buyers don't want to purchase your past... they're purchasing their own future. 📈

William and John will break down how to stop waiting too long, how to fix your real estate strategy, and why your advisors can't work in silos anymore.

As a fee only firm, it is a huge milestone for us to close out season two by sharing the lessons that actually drive real enterprise value. 🏢

Are you ready to close the gap between a good business and a sellable one?

Sign-up link in the comments below. 👇

10/26/2026

What's the one thing in your business that money absolutely cannot buy? 🤔

In our newest Portus Perspectives episode, William shares a profound question he recently heard at a conference.

He asks founders to think about the incredible gifts they've received that could never be purchased. 💭

For William, it was his grandfather's intense work ethic, his dad's sense of humor, and his mom's hospitality.

When you're building a company, it's important to figure out how to pass those exact same intangible gifts down to your employees. 🤝

You can't just hand out bonus checks and expect your team to care deeply about the mission.

You have to infuse your core values into the daily culture so everyone rows in the same direction. 🚣‍♂️

When it's finally time to sell, buyers are looking for a strong culture that thrives even when the founder isn't in the room. 📈

What have been the most impactfful things you've experienced that you've shared with your team? How did you pass it along, andd how did they embrace them? Let us know below. 👇

10/23/2026

What does the SpaceX IPO have to do with selling your private company? 🚀

It has everything to do with it.

In our newest Portus Perspectives, William breaks down the hidden preparation most people missed when SpaceX went public. 📈

An IPO is just a massive exit.

Before they ever filed the paperwork, SpaceX spent years getting ready.

They made strategic executive hires, cleaned up their balance sheet, and accelerated their income to look as attractive as possible. 💰

That exact preparation is why so many stocks drop in the months after going public.

The delayed expenses finally catch up and the margins compress. 📉

When you get ready to sell your business, you need to use that same playbook.

You want the wind at your back before you ever go to market. 🌬️

What dirty laundry might a buyer find if they came knocking on your door tomorrow?

10/22/2026

Looking for a silver bullet to instantly lower your taxes? Us too ;)

In our newest Portus Perspectives, William talks about why tax shelters are rarely a permanent fix.

You see it all the time online right now.

People say you should buy a short-term rental and use accelerated depreciation to offset your income in year one. 🏠

It is a completely valid strategy for the here and now.

But a lot of founders forget about years two through ten.

Once you've taken that massive deduction, your future rental income isn't shielded anymore.

And if you sell the property later, you're going to face some heavy recapture taxes. 💸

A tax shelter doesn't make your taxes permanently disappear.

It moves the timeline.

What's your thought on this strategy? Let us know in the comments below.👇

10/21/2026

Do you take your marketing strategy too seriously? 🤔

In our latest Charting Opportunities clip, Dr. Mark Brinson shares his absolute favorite marketing tactic.

He calls it one finger photoshopping. ☝️

He poorly pastes his face onto viral images from the darkest corners of the web.

The funniest part is that people actually believed him.

They genuinely thought he was out capturing pythons in the Florida Everglades.

It is a hilarious reminder that building a brand doesn't have to be completely rigid and boring.

Authenticity and a good sense of humor make your business incredibly approachable.

Ever tried anything like this? Let us know in the comments below.👇

10/20/2026

Ever heard of the four percent rule for retirement? 🤔

In our latest Portus Perspectives, William breaks down one of the most famous rules in financial planning.

Back in the early 1990s, William Bengen figured out you could safely withdraw around four percent of your portfolio every year without running out of money. 📈

It is a great starting point to see if you're in the right ballpark.

But real life doesn't really follow a straight line. 〽️

You might need a new roof, want to help your grandkids with school, or decide to take once in a lifetime trips in your sixties. ✈️

You can't just set a flat withdrawal rate and forget about it.

At Portus Wealth Advisors, our fee only approach helps Charlotte business owners build real retirement projections. 🤝

We go way beyond simple rules of thumb to model out what your actual life looks like year after year. 💼

What do you think about the 4% rule? Did you use somethi similar to set up your retirement strategy? 👇

10/19/2026

Can your business survive when everything in your market goes sideways? 🌊

Last week, we welcomed Mitch Dreisbach to our Charlotte event room for a powerful session of Charting Opportunities.

Mitch flew in from Florida to share the hard truths he learned across nearly two decades navigating the volatile fishing and outdoor industries. 🎣

His journey of triumph over tribulation hit home hard.

There weren't many dry eyes in the room by the time he finished speaking. 😢

He even pointed out how incredible it is for local business owners to have access to this kind of peer community right here in town.

After Wednesday's session, William and John took Mitch and his wife Emily into the North Carolina mountains for some fly fishing. ⛰️

Emily showed everyone up by landing the biggest catch of the day! 🐟

Want to join our room of local business owners for future live sessions?

Head to the comments below and sign up for the Charting Opportunities series today! 👇

10/16/2026

Happy Dad Joke Friday! 🏗️

William's up on the roof enjoying that amazing sunset for this week's joke.

When you're building a company, managing your overhead is absolutely critical. 📉

Buyers want to see a lean operation with strong margins when you're finally ready to sell. 💰

If your expenses are completely out of control, it'll severely hurt your overall enterprise value.

Have a fantastic weekend!

10/15/2026

We believe that the most rewarding part of our job has nothing to do with the numbers. 🤝

It's the people.

This past week, William and John headed down to Stuart, Florida, to spend some quality time with our amazing clients. 🌊

Between some incredible dinners and a lot of laughs, they even managed to get out on the water. 🎣

As you can see, the fish were biting!

William and John showed off their skills, and they even got to reel a few in with our friend and client Doug Roe. 🐟

We do the hard work of wealth management because we want to help our clients build the life they've always envisioned. 📈

But the real bonus is the meaningful memories we get to create with people we genuinely enjoy spending time with.

Check out some of the highlights from the trip! 👇

Address

511 East Boulevard
Charlotte, NC
28203

Opening Hours

Monday	9am - 5am
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+17049360084

Website

https://portusadvisors.com/

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