We strive to deliver exceptional, personalized service that aligns with your core values and personal vision for your future. Portus guides and supports you with our expertise, creativity, reliability, and diligence.
At Portus Wealth Advisors, we know that understanding your beliefs, values, and life journeys is essential to helping you define a legacy and live your life. We work hard to provide sound financial advice and guidance for today, all while developing a deep understanding of what wealth means to you to help you prepare for tomorrow. We are excited to share what we have learned so you can confidently move forward.
Our Team
William Bissett
William began his career as a financial advisor selling annuities and life insurance. He quickly learned products could be part of the solution, but to truly develop financial plans for each unique client meant deeper, more creative thinking. When he left, his then-boss told him he was on a journey to start his own wealth management company.
He launched Portus Wealth Advisors in 2019 to create custom solutions for individual clients and their families. Through the years, he’s learned much about how finances impact their unique situations.
John Sanders
John began his career at Bank of America and spent a decade with one of the largest Registered Investment Advisors in the country, GenSpring Family Offices, where he served ultra-high-net-worth families.
To get back to a private RIA that serves clients the right way, John joined Portus Wealth Advisors in June of 2021.
John is passionate about educating and providing value for clients from all walks of their financial journeys.
Sakshi Chauhan
Sakshi graduated with a Master of Science in Finance from Clark University in 2021 and is passionate about investing while remaining a disciplined asset allocator for long-term wealth.
Born in India, Sakshi brings the investment team a global view of markets. Her lifetime pursuit of knowledge and entrepreneurial tendencies make her a fantastic addition to our team.
Sakshi has passed Levels I, II, and III of the CFA and is enjoying being close to NYC and the abundance of investment conferences coming to the city.
Jill Rush
Jill began her career with Bank One Trust, where she trained the Operations teams in Texas and Arizona during the Savings & Loan crisis. She was an Operations Associate with William in a previous company and worked in a law firm for securities compliance. She was the first non-family member William called when he decided to start Portus.
Jill is a wonderful ambassador for Portus clients and knows the intricacies of working with custodians and outside professionals to get clients the best service possible.
Affiliations
