Paceline Wealth Management of Boston

Paceline Wealth Management is a financial planner in Boston, MA. They offer tailored wealth management and investment advisory services for individuals seeking advice on retirement planning, college planning, major life events, or employment changes. Their specialties include portfolio management, big financial decisions, and compensation changes. The firm serves clients both locally and remotely across the country.

Paceline Wealth Management is led by Jeremy Bohne, a Cornell MBA and two-time recipient of the Five Star Wealth Manager award. They provide concierge-level service and professional-grade resources to help tech and biotech executives, business owners, physicians, and others navigate complex financial decisions. The firm’s approach includes fiduciary responsibility, commission-free fees, and expertise in managing multi-billion dollar portfolios for institutions.

Paceline Wealth Management has thorough, well-documented business information available online, making it easy for potential clients to understand their services and approach.

With a strong focus on personalized service and extensive investment experience, Paceline Wealth Management stands out as a reliable financial planning resource for Boston residents and beyond. Their dedication to detail and comprehensive financial expertise helps clients achieve their long-term goals with confidence.

Services:

• Big Financial Decisions
• Education Planning
• Employment and Compensation Changes
• Major Life Events
• Portfolio Management