Paceline Wealth Management, LLC Email Format

Investment ManagementMassachusetts, United States0-1 Employees

Paceline Wealth Management, LLC is an investment advisory firm based in Boston, Massachusetts, focused on helping technology professionals, executives, and entrepreneurs manage their financial goals and retirement planning. The firm concentrates on portfolio management, financial planning, and assistance with stock-based compensation, drawing on founder-led experience to address the evolving financial needs of business owners and professionals in the Boston area. Operating within the investment management industry, Paceline positions itself as a local advisor that combines investment expertise with tailored planning services to support clients seeking structured guidance for wealth accumulation and retirement readiness. The principal of the firm, Jeremy Bohne, has a background as an institutional investor overseeing portfolios for mutual funds and insurance companies, along with broader experience in property-casualty and life insurance and management consulting. Paceline is a registered investment advisor located in Massachusetts and provides disclosures on its website for interested clients.

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