Overview

Paceline Wealth Management, LLC

Information by TrustFinance researcher

https://www.pacelinewealth.com/
Paceline Wealth Management is provides investment management and financial planning to tech and biotech professionals located in the Boston area and on a remote basis. We specialize in helping to manage stock-based compensation (stock options, restricted stock, and RSUs). Jeremy Bohne is the Principal of Paceline Wealth Management, and prior to founding Paceline he worked as an institutional investor where he was responsible for managing investment portfolios on behalf of mutual funds and insurance companies. Additionally, he has broad-based experience in the financial services sector including Property-Casualty Insurance, Life Insurance, and Management Consulting. For more information, please visit www.pacelinewealth.com or Contact Us. Paceline Wealth Management, LLC is a registered investment advisor located in the Commonwealth of Massachusetts. Please view our important disclosures at: www.pacelinewealth.com/disclosures
Founded in
United States

United States


Industry

    Financial

  • Other ServicePRIMARY
  • Wealth Management