Financial Advisors
Boston, MA
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.
Ideal for: Tech and biotech executives, business owners planning exits, physicians, high-net-worth professionals with complex compensation structures
Service area: Boston, MA and nationwide (remote services)
Institutional Investment Expertise: Founder Jeremy Bohne has managed multi-billion dollar portfolios for institutions, bringing institutional-grade investment skill and resources that most financial advisors lack.
Specialized in Complex Compensation: Deep expertise in employer stock options, RSUs, and M&A windfalls for tech and biotech professionals, with tailored strategies for maximizing post-acquisition financial outcomes.
100% Fee-Only, Commission-Free Model: Transparent, simple fee structure with no commissions ensures advice is always aligned with client interests, backed by fiduciary obligations.
Address: 50 Milk St 16th floor, Boston, MA 02110
Phone: (617) 440-7442
Website: pacelinewealth.com
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