Paceline Wealth Management 50 Milk Street, Boston, MA 02110
About the Business
Paceline Wealth Management, located at 50 Milk Street in Boston, Massachusetts, is a finance institution that specializes in helping tech and biotech executives, physicians, and individuals seeking financial planning services navigate complex financial decisions. With a focus on providing concierge-level service, professional-grade resources, and investment expertise, Paceline works with clients in the Boston-area and across the country on a remote basis.
Founded by Jeremy Bohne, a Cornell MBA with a diverse professional background in financial planning, institutional investing, insurance, and management consulting, Paceline is committed to acting in the best interest of clients at all times. With experience managing multi-billion dollar portfolios for institutions, Paceline offers true investment expertise on a scale that sets them apart from other financial advisors.
The institution's simple and transparent fee schedule ensures that clients understand the value they are receiving and what they will pay, without any surprises. While the case studies provided are hypothetical and not guarantees, they showcase the diverse range of clients Paceline serves, from individuals looking to optimize stock options to executives considering career moves and couples planning for retirement.
Whether you are facing a major financial decision or simply seeking to achieve your long-term financial goals, Paceline Wealth Management is dedicated to providing personalized, expert guidance to help you succeed.
Photos
Location & Phone number
50 Milk St 16th floor, Boston, MA 02110, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I hired Jeremy around the time my company went public. By that point, I had interviewed a few different advisors and what struck me about Jeremy was his ability to explain difficult-to-grasp concepts like AMT, how ISOs differed from RSUs, strategies for exercising and selling, etc. in a simple straightforward way. If I didn't understand it, he'd re-approach with a simpler explanation and then build from there. Other advisors I interviewed tended to be more rigid, without the ability to tailor the information they were giving. Some made me feel like I was a small fish and not worth their time. This has never been the case in the time I've worked with Jeremy. When the market began to dip in 2022, I'd already heard from him months prior on the likelihood that this would occur and why. He's been a transparent, trustworthy advisor, and with his guidance I've earned more from my shares than I would have without his advice thanks to timing my stock sales appropriately. I highly recommend Paceline to anyone, especially if you're navigating an IPO and/or company stock options."
"Paceline has been instrumental in helping me manage my employer stock options and RSUs, as well as in evaluating/negotiating new job offers. In tech, equity is an important part of our overall compensation package, and Jeremy made it easy to understand what questions to ask and how to get the information I needed to effectively evaluate the offer. Jeremy is thoughtful and very responsive. I’ve always felt like he took the time to help me understand what’s going on with my portfolio, which makes all the difference in an advisor. I highly recommend Paceline."
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