Paceline Wealth Management of Boston

Paceline Wealth Management of Boston is a financial planner in Boston, MA. The firm provides tailored wealth management and investment advisory services to tech and biotech executives, business owners, physicians, and individuals navigating complex financial decisions. Services include retirement planning, college planning, managing stock option windfalls, and portfolio optimization for dynamic market conditions. The practice is led by Jeremy Bohne, CFP, CEPA, who holds an MBA from Cornell University and has received the Five Star Wealth Manager award three times. His background includes managing multi-billion dollar portfolios for institutions, offering investment experience at a scale distinct from many advisors. Paceline operates as a fee-only Registered Investment Advisor, meaning it does not accept sales commissions, and maintains a transparent fee schedule tied to account value. The firm serves clients in the Boston area and across the country on a remote basis.

Jeremy Bohne provides professional-grade resources and concierge-level service to help clients address big life events such as buying a house, paying off student loans, or changing employment compensation structures. The firm utilizes financial tools to create practical plans for education costs and retirement lifestyle goals, balancing saving and investing against debt repayment. Paceline collaborates with clients to ensure their portfolios are appropriately diversified across stocks, bonds, mutual funds, and ETFs, matching investment styles to risk tolerance. The firm partners with clients’ existing tax and legal professionals or introduces those from its network, coordinating financial, tax, and estate planning without additional cost.

Clients open accounts through Charles Schwab, which provides operational support. Paceline prepares necessary paperwork for account opening and facilitates the transfer of assets from current custodians. Clients can view their financial plans and securely share information through a dedicated Paceline client site. Account holders may also log into Charles Schwab to view balances, holdings, and download statements and tax forms. The firm emphasizes privacy, treating all shared information as privileged.

Paceline Wealth Management of Boston is a financial planner in Boston, MA, located at 50 Milk St 16th floor.

The firm’s fee-only structure and institutional-scale investment background provide a clear path for executives and business owners in Boston to manage complex financial transitions.

BizScoreAI gives Paceline Wealth Management of Boston a Technical score of 88 out of 100, which means the website is technically sound, secure, and indexable so search engines can read it without errors. The firm also receives a Discoverability score of 75 out of 100, which shows that AI crawlers are allowed in and can find every page of the website, the first step before any AI assistant can recommend the business.

Services:

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