617-440-7442
Speak with Jeremy Bohne

 

We help Tech Execs manage stock options and RSU

Questions we help our clients answer:

  • How do I turn my stock into a windfall without complicating my life?

  • When should I exercise, and when do I sell?

  • What steps can I take to minimize taxes?

  • How do I negotiate stock options in a job offer?

Let’s have a brief discussion About your financial world

Jeremy Bohne,
Principal & Founder

Paceline helps tech executives in Boston and on a remote basis by professionally managing investments and delivering financial planning. As a fee-only fiduciary, Paceline is required to place your interests first and does not accept sales commissions.

Jeremy is a Cornell MBA whose professional experience spans from comprehensive financial planning to institutional investing, insurance, and management consulting. Clients value his investment expertise, listening skills, and attention to details.

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What Paceline Wealth Management Can Do For You

Whether you’re buying a home, planning for retirement, or ready for your investments to be professionally managed, Paceline can help you:  

Grow your investments

Make Big Financial Decisions

 

Manage Employer Stock

Plan for retirement

 

Why Paceline Wealth Management

No sales commissions - Paceline is a fiduciary and accepts no sales commissions – meaning we’re always working solely in our clients’ best interest

Real Investment Experience - With a background in managing multi-billion dollar portfolios for institutions, we’ve got true investment experience at a scale most financial advisors lack

Personal Touch – We believe in developing strong 1:1 relationships with our clients for a tailored, personal investment strategy