Financial Advisors
Charlotte, NC
Portus Wealth Advisors is an independent Registered Investment Advisor in Charlotte specializing in comprehensive financial planning for business owners with $5-50 million in revenue. Founded by Joe Pease and led by Certified Exit Planning Advisors, they guide business owners through exit strategies, business succession planning, retirement planning, investment management, tax planning, and wealth protection. Their core focus is helping entrepreneurs maximize business value and transition confidently to the next stage of life.
Ideal for: Mid-market business owners planning to sell or transition their company, Entrepreneurs seeking comprehensive retirement and succession planning, Business owners wanting to maximize personal wealth beyond their business
Service area: Charlotte, NC and surrounding areas
Certified Exit Planning Advisors: The team holds specialized exit planning credentials and uses dedicated software to help business owners create comprehensive exit and succession strategies.
Business Owner Specialization: Focuses exclusively on mid-market business owners ($5-50M revenue) who need coordinated planning across business valuation, personal finances, taxes, insurance, and estate planning.
Independent Advisory Relationship: As a Registered Investment Advisor, they operate under a fiduciary standard and provide ongoing advisory guidance rather than transactional services.
Address: 511 East Blvd, Charlotte, NC 28203
Phone: (704) 936-0084
Website: portusadvisors.com
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