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OUR STORY

Pileus Wealth Management

The pileus (Ancient Greek: πįæ–λος, pîlos; also pilleus or pilleum in Latin) was a brimless, felt cap worn in Ancient Greece and surrounding regions, later also introduced in Ancient Rome. In the 5th century BC, a bronze version began to appear in Ancient Greece, and it became a popular infantry helmet. It occasionally had a horsehair crest.

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In Ancient Rome, a slave was freed in a ceremony in which a praetor touched the slave with a rod called a vindicta and pronounced him to be free. The slave's head was shaved, and a pileus was placed upon it. Both the vindicta and the cap were considered symbols of Libertas, the goddess representing liberty. Hence the phrase servos ad pileum vocare is a summons to liberty, by which slaves were frequently called upon to take up arms with a promise of liberty. Later, a distinctive type of round, brimless hat known as the Pannonian cap (pileus pannonicus) was worn as part of a Roman soldier's costume.

 

The term "wealth management" occurs at least as early as 1933. It came into more general use in the elite retail (or "Private Client") divisions to distinguish those divisions' services from mass-market offerings. Family offices that had formerly served just one family opened their doors to other families, and the term Multi-family office was coined. Increasingly, the industry recognized wealth management was more than an investment advisory discipline, using the term "financial life management".

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As it is the case for any honest and valuable life advise, independence is paramount. Independence means “free from outside control”.

 

Sound Wealth Management requires Freedom, the same freedom Odysseus embrace to resist internal and external temptations through his long journey, the same freedom romans fought for, against Julius Caesar’s tyranny attempt.

Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 

Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor

Pileus Wealth Management, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.


State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

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Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

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Fixed insurance sales conducted through Pileus Wealth Management, including, term, permanent, long-term care, fixed annuity, and health, are separate and apart from Bolton Global Capital and/or Bolton Global Asset Management.
 

Pileus Wealth Management © 2023. All Rights Reserved.

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