Portus Wealth Advisors
Financial Service
Why pick this one
Portus Wealth Advisors specializes in financial planning for business owners in Charlotte, NC, with over 30 years of experience.
Best for
- business owners seeking exit strategies
- those needing integrated financial planning
Look elsewhere if
- individuals not owning a business
- clients needing retail financial services
Specialties
- financial planning for business owners
- exit planning
- risk management
- retirement planning
- business succession planning
Certifications
- Certified Exit Planning Advisor
- Certified Financial Planner
What makes them different
- focus on business owners in Charlotte, NC
- fee-only fiduciary advice
- staff has deep business experience
- expertise in exit and succession planning
- integrated approach to business and personal financial planning
- Years in business
- over 30
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 511 East Blvd, Charlotte, NC 28203-5109
- Phone
- +17049360084
- Website
- https://portusadvisors.com/
- info@portusadvisors.com
Services
- financial planning
- business financial planning
- exit planning
- investment management
- cash flow management