William Bissett Email and Phone Number
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William Bissett personal email
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The financial services profession is terrible at working with entrepreneurs. Your largest asset is the business and the profession wants to manage your assets – but you manage your asset, for now. It does not mean you don’t have complex needs. You still need to discuss how to get the most out of the business (financial independence), tax planning, insurance planning, estate planning, charitable and legacy planning, AND many of the other important personal financial needs of business owners. After working with business owners AFTER they had achieved a successful transition, we quickly learned how much more value we can provide if we start working with you beforehand. There are so many opportunities to add value and create a more beneficial transition we figured we had to make it work. We’ve long been believers that opportunities are everywhere – it’s just a matter of knowing where to look. We now work with dozens of entrepreneurs (i.e., your peers) to help them work through the opportunities and challenges of growing and scaling their business while also working to ensure the founder/entrepreneur is being mindful of the best outcomes for their own personal financial needs and goals. These bring along tough conversations and unique planning opportunities for both you and the business. If you are an entrepreneur and feel disconnected from the opportunities the business can provide and overwhelmed by the challenges of navigating them alone, know the team at Portus is already working with your peers on similar issues. And we are doing it in a way that makes sense. Along the way, we’ve been recognized as a thought leader within our circles of involvement. Host of Speaking of Startups Podcast since 2017 (consistently ranked as one of the Best Startup Podcast by FeedSpot) Advisor Hub 2023 Advisors to Watch Advisor Hub 2022 Advisors to Watch 40 under 40 via Investment News (2016) New York Times Article on the Impact of Digital Assets at DeathPublished Author in Journal of Financial Planning and Journal of Financial Services Professionals FPA of Maryland President (2010) Charlotte Angel Fund member (since 2015) RevTech Labs Mentor (since 2015) Mentor and friend to hundreds of founders and entrepreneurs
Portus Wealth Advisors
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President And FounderPortus Wealth Advisors Feb 2019 - PresentCharlotte, Nc, Us
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PrincipalCharlotte Growth Partners Oct 2017 - Present -
Podcast Host For Speaking Of StartupsCharlotte Angel Connection Oct 2016 - PresentThe Charlotte Angel Connection is a podcast series with individuals who are building, shaping, and influencing entrepreneurship in the Charlotte region so listeners can stay informed on Charlotte's start up growth.
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Certified Financial Planner (Tm)Secrest Blakey & Associates May 2015 - Feb 2019As a CERTIFIED FINANCIAL PLANNER (TM), I work with families and small business owners to define and achieve their business and personal financial goals (i.e., wealth management). I do it commission-free to provide knowledge, advice, and recommendations so you get an unfiltered view. Small business owners have a difficult task as they manage the business and the personal issues separately. This leads to the most urgent issue being tackled while the rest are dragged behind. Couples oftentimes accumulate products through life without having a concrete plan for their goals. The financial planning process guides small business owners and couples to identify goals and determine the risks and opportunities. The process allows us to identify what is important and the most appropriate solutions. It's no more complex than that - the complexity involves the obstacles and solutions along the way. My goal is to help you navigate those obstacles. This could involve insurance planning, investment management, estate planning, charitable giving, cash flow management, tax minimization strategies, executive compensation and more. For small business owners, it may be working with the 401k providers to find optimum solutions to retain and attract talent or leverage your ability to save. It could involve working with you on the buy-sell agreement, corporate benefit programs, or capital raise for expansion.
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FounderPrincipled Heart Jan 2013 - Dec 2016Founder of Principled Heart - which is a simple and secure online software used to organize personal and financial information. Over the course of 2013, I worked to enhance a spreadsheet that I had developed and hired a development team to convert it into a more useful software. The experience that I have gained and continue to gain from working with financial planning clients has provided a useful perspective in what is necessary. Working with a design team to implement take an idea from a piece of paper to an awesome website has been one of the biggest challenges and rewards of the process.
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Wealth ManagerPinnacle Advisory Group Nov 2006 - Apr 2015As CERTIFIED FINANCIAL PLANNER (TM) , I work with clients to help them define and achieve balance through their financial and personal life - oftentimes called wealth management. As a result, the financial planning process becomes a way to identify goals and determine the risks and opportunities that are part of the process to achieving your goals. Those discussions determine the most appropriate strategies to assist us in developing your financial plan. This could involve insurance planning, investment management, estate planning and preservation, charitable planning and giving, cash flow management, long-term tax minimization strategies, executive compensation and many more. executive level compensation and how it impacts all of the above.
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Chapter Leadership Advisory Council (Clac)Financial Planning Association Nov 2012 - Nov 2013Denver, Colorado, UsTo foster chapter leadership, CLAC strengthens relationships within the FPA community through mentoring, connecting and sharing. CLAC liaisons connect chapters to FPA staff and resources through ongoing conversations. These conversations are focused on mentoring and training to help develop leaders and facilitate effective chapter management. -
ChairFinancial Planning Association Of Maryland Jan 2012 - Nov 2012Reisterstown, Md, UsWorked with the President and President-Elect to lead the Board of Directors through the 2012 calendar year. -
PresidentFinancial Planning Association Of Maryland Jan 2011 - Dec 2011Reisterstown, Md, UsThe Financial Planning Association of Maryland is the premier community that develops and supports financial planning professionals and elevates the financial planning profession in Maryland. As a 2009 Board Member, 2010 President-Elect, and 2011 President, I have worked to help the chapter pursue this vision. In these various roles, I have lead a team to recruit 4 outstanding board members over the last 12 months that bring a broad range of experience and passion to the chapter, worked with the Executive Team to develop a balanced budget, and presented our strategic 2011 goals to chapter volunteers.
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Financial Planning AssociatePinnacle Advisory Group Jan 2005 - Sep 2006I worked with all four Partners of the firm writing comprehensive financial plans for new and existing clients. This role helped me to build an excellent base of knowledge on income taxes, estate planning, education and retirement planning. I was able to work directly with our Director of Financial Planning, Michael Kitces, to improve our financial planning process. Over the course of two years, I wrote over 100 comprehensive financial plans and helped families evaluate retirement, estate goals, and insurance needs.
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Financial AdvisorMorgan Stanley Jan 2004 - Dec 2004New York, Ny, Us -
Financial AdvisorAxa Advisors Jan 2003 - Feb 2004New York, Ny, UsBuilt a team of professionals, consisting of the Georgetown United Way, the local unemployment office, and the United Steelworkers of America local union, to assist Georgetown Steel mill employees’ transition when the local Mill was shut-down by advising them on insurance, debt management, and 401(k) decisions.
William Bissett Skills
William Bissett Education Details
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North Carolina State UniversityEconomics -
Arendell Parrott Academy
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The American College Of Financial Services
Frequently Asked Questions about William Bissett
What company does William Bissett work for?
William Bissett works for Portus Wealth Advisors
What is William Bissett's role at the current company?
William Bissett's current role is Helping Entrepreneurs Maximize Your Wealth So You Can Create Value for Your Business and Your Family!.
What is William Bissett's email address?
William Bissett's email address is wb****@****ail.com
What schools did William Bissett attend?
William Bissett attended North Carolina State University, Arendell Parrott Academy, The American College Of Financial Services.
What skills is William Bissett known for?
William Bissett has skills like Certified Financial Planner, Wealth Management, Retirement Planning, Retirement, Estate Planning, Personal Tax Planning, Financial Planning, Wealth Management Services, Roth Conversions, Asset Management, Lean Startup, Digital Assets.
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