Mission statement

Paceline Wealth Management was founded on the principle of providing thoughtful, personalized investment advice to clients in support of achieving their financial goals.  We believe that to ensure optimal service, it is essential for clients to have a single point of contact with their advisor, and for their advisor to have direct experience managing large investment portfolios. 

Seeking an opportunity to provide higher quality service and have greater involvement in client success, Jeremy Bohne transitioned from his prior career path of managing mutual fund and insurance company portfolios and founded Paceline Wealth Management.

As a fiduciary, an investment advisor is mandated to put the needs of clients first and to provide investment advice that is in their best interest.  As part of its commitment to placing clients first, Paceline Wealth Management aligns its interests with clients by maintaining a transparent fee schedule and by not accepting sales commissions.

The culture of Paceline Wealth Management is based upon client service and investment expertise, unlike the sales-oriented culture that can be present at large financial institutions.