Paceline Wealth Management

Paceline Wealth Management is a Boston-based financial advisory firm specializing in comprehensive financial planning, investment management, and business exit strategy for tech and biotech executives, business owners, and physicians. Founded by Jeremy Bohne, a Cornell MBA and Certified Exit Planning Advisor, the firm combines institutional-grade investment expertise with concierge-level service to help clients navigate complex financial decisions including retirement planning, employer stock options and RSUs, and M&A windfalls. Operating on a fee-only, commission-free model with fiduciary obligations, Paceline serves clients across the country on a remote basis while maintaining offices in Boston.