617-440-7442
Speak with Jeremy Bohne

 

We guide business owners through exit planning

Questions we help our clients answer:

  • How much do I need from the sale of my business to retire and maintain my current lifestyle?

  • How do I handle family conversations related to succession and exit planning?

  • What other advisors play a role in my exit plan, and how do I get them to work as a team?

Let’s have a brief discussion About your financial world

Jeremy Bohne,
Principal & Founder

Paceline helps business owners in Boston and on a remote basis by professionally managing investments and delivering financial planning. As a fee-only fiduciary, Paceline is required to place your interests first and does not accept sales commissions.

Jeremy is a Certified Exit Planning Advisor (CEPA) whose professional experience spans from comprehensive financial planning to institutional investing, insurance, and management consulting. Clients value his investment expertise, listening skills, and attention to details.

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What Paceline Wealth Management Can Do For You

Whether you’re buying a home, planning for retirement, or ready for your investments to be professionally managed, Paceline can help you:  

Grow your investments

Make Big Financial Decisions

 

Manage Employer Stock

Plan for retirement

 

Why Paceline Wealth Management

No sales commissions - Paceline is a fiduciary and accepts no sales commissions – meaning we’re always working solely in our clients’ best interest

Real Investment Experience - With a background in managing multi-billion dollar portfolios for institutions, we’ve got true investment experience at a scale most financial advisors lack

Personal Touch – We believe in developing strong 1:1 relationships with our clients for a tailored, personal investment strategy