Pileus Wealth Management is an independent wealth management firm based in Miami, Florida, serving investment clients globally. The firm focuses on identifying market opportunities while managing investment risk, with recommendations guided by each client’s liquidity needs, financial goals, and risk tolerance. Its services include portfolio management, lending solutions, cash management, and trustee services, alongside global wealth management and premium client service.

Securities are offered through Bolton Global Capital, a FINRA and SIPC member, while advisory services are provided through Bolton Global Asset Management, an SEC-registered investment advisor. Pileus also conducts sales of fixed insurance products, including term and permanent life insurance, long-term care, fixed annuities, and health insurance; these activities are separate from the affiliated brokerage and advisory services. The firm notes that it does not provide tax services and that financial representatives must be registered in the client’s state of residence. Pileus Wealth Management presents its approach as centered on clients’ interests and financial circumstances, helping them navigate investment decisions and related wealth needs.