Paceline Wealth Management, LLC

Paceline Wealth Management, LLC (CRD# 291403) is a financial advisory firm headquartered in Boston, MA. They manage $12,339,456 in 54 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
50 Milk Street, 16th Floor, Boston, MA 02110
https://www.linkedin.com/company/pacelinewealth/
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $228,508
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Paceline Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeremy Bohne, financial advisor Medfield MA
Jeremy B. Bohne
CRD#: 4861459
Medfield, MA

SCHEDULE AN INTRO CALL

 

Paceline helps tech and biotech executives, physicians, and those seeking financial planning services to overcome the most complicated financial decisions they face with a combination of concierge-level service, professional-grade resources, and investment skill. We work with clients located in the Boston-area, and across the country on a remote basis.

 

Many of our clients who work in tech or biotech are seeking assistance in managing their employer stock, including incentive stock options (ISO), non-qualified stock options (NSO), restricted stock and RSU, and employer stock purchase plans (ESPP). We have specific expertise in helping clients navigate employer M&A and IPO, as well as negotiating the stock component of a new job offer.

 

Jeremy Bohne, the Founder of Paceline, 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.

 

Visit out website for more information on:

 

As a thought leader in personal finance topics our Founder, Jeremy Bohne, is frequently quoted in the press, including:

 

Bloomberg: Top Tax Mistakes to Avoid If You Make More Than $100,000

US News & World Report: What to Know About the Instacart IPO

ThinkAdvisor: Some Investors Ditch Stocks as Interest Rates Boom: Survey

Financial Planning: Americans are postponing their lives due to economic uncertainty

Employee Benefit News: Almost half of Americans cash out their 401(k)s when changing jobs

The Penny Hoarder: Cash Is King Again: High Interest Rates Make Safe Investments More Attractive

US News & World Report: Low-Risk Investments With Steady Returns for Retirees

ThinkAdvisor: 11 Tips for Helping Clients Worried About Their Cash: Advisors’ Advice

Reviewed: How to prepare financially for energy costs this winter.

Go Solo: Financial Life Stages - Paceline Wealth Management

Yahoo! News: How much should you be investing? Here’s what experts have to say

ThinkAdvisor: How to Quell Clients' 401(k) Balance Panic in Bear Markets: Advisors’ Advice

MarketWatch: ‘Rebalancing during this pullback is a great idea’: Ask your financial adviser these 6 questions before reacting to stock-market volatility

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals