Portus Wealth Advisors

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  name: "Portus Wealth Advisors",
  description: "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.",
  url: "https://portusadvisors.com/",
  telephone: "+1-704-936-0084",
  address: {
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    streetAddress: "511 East Blvd",
    addressLocality: "Charlotte",
    addressRegion: "NC",
    postalCode: "28203",
    addressCountry: "US"
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    longitude: -80.8535457
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  areaServed: "Charlotte, NC and surrounding areas",
  knowsAbout: "Financial Advisors, 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",
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  publisher: {
    @type: "Organization",
    name: "Lantern",
    url: "https://lantern.llc",
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