modern FINANCIAL ADVICE Grow Income | Reduce Taxes | Plan Ahead
We Can help You with
| FINANCIAL AND RETIREMENT PLANNING |
| See the impact of financial decisions before you make them, then decide what works for you. |
| MANAGING EMPLOYER STOCK OPTIONS |
| Decide when to exercise and sell stock options, and how to evaluate the stock component of a job offer. |
Why Choose Paceline?
FIDUCIARY
We are required to act in the best interest of clients at all times.
INVESTMENT EXPERTISE
With a background in managing multi-billion dollar portfolios for institutions, we’ve got true investment experience at a scale most financial advisors lack.
COMMISSION-FREE
Our simple, transparent fee schedule makes it easy to understand what you’re receiving and what you’ll pay. No surprises.
Financial Planning Case Studies
Note: These case studies are hypothetical and should not be construed as a guarantee.
CASE STUDY 1
M&A Windfall
Alice was the eighth employee to join her startup, and now that they’ve been acquired, she needs to turn her stock option windfall into a lasting victory.
CASE STUDY 2
BABY NEEDS A BIGGER HOUSE
Todd and Lana are expecting their second child, and planning for changes that come in ‘threes’ (housing, living expenses, and transportation)
CASE STUDY 3
Retirement on the horizon
Dan and Lisa are planning for retirement and looking to balance retiring when they want, and accomplishing what they want in retirement.
5 Tips for managing your money
Read our guide to learn 5 key tips for managing your money effectively.
Financial Advisory Services
A fee-only financial advisor that specializes in working with tech professionals and retirement planning. Services include:
• INVESTMENT MANAGEMENT
• FINANCIAL PLANNING
• RETIREMENT PLANNING
• MANAGING EMPLOYER STOCK
• HOMEBUYING ANALYSIS
• EDUCATION PLANNING
Rest assured that your accounts will always be maintained at institutions you can trust.
Jeremy Bohne
Principal and Founder
Jeremy Bohne is the Principal and Founder of Paceline Wealth Management. This firm was founded on the principle that people preparing to achieve life goals need fair and objective investment advice from someone with direct experience as a professional investor, and a demonstrated commitment to upholding ethical standards.
Jeremy has broad-based experience in the financial services sector encompassing investment management, management consulting, and insurance. Prior to founding Paceline Wealth Management, Jeremy was Vice President of Global Corporate Credit at Brookfield Asset Management, and an Associate Director at Sun Life Investment Management where he was responsible for making investment decisions for portfolios with up to $4 billion in assets under management.
