Paceline Wealth Management, Llc

Paceline Wealth Management, Llc company information, Employees & Contact Information

Paceline Wealth Management is an investment advisor serving the Boston area that works with technology professionals and executives, entrepreneurs, and those seeking financial planning services to achieve their financial goals or prepare for retirement. We specialize in managing clients’ investment portfolios, providing financial planning services, and helping clients manage their stock-based compensation. In addition, as a founder-led wealth management firm, we have first-hand experience understanding the dynamic financial needs of entrepreneurs. 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

Company Details

Employees
1
Founded
-
Address
50 Milk Street,
Phone
617-440-7442
Email
jb****@****lth.com
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
HQ
Boston, MA
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