financial advice delivered with investment experience

Paceline Wealth Management is an investment advisor serving clients in the Boston area and on a remote basis that works with technology and biopharma professionals and executives, entrepreneurs, and those seeking financial planning services to achieve their financial goals or prepare for retirement. We specialize in managing clients’ investment portfolios, providing financial planning services, and helping clients manage their stock-based compensation. In addition, as a founder-led wealth management firm, we have first-hand experience understanding the dynamic financial needs of entrepreneurs.

Jeremy Bohne is the Principal of Paceline Wealth Management, and prior to founding Paceline he worked as an institutional investor where he was responsible for managing multi-billion dollar investment portfolios on behalf of mutual funds and insurance companies. Additionally, he has broad-based experience in the financial services sector including Property-Casualty Insurance, Life Insurance, and Management Consulting.