Get clarity on your financial situation
– in 30 minutes

Book a 30-minute intro call with Jeremy. No preparation needed.

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 WHAT TO EXPECT

Who we help

We work with tech, biotech, and pharma professionals navigating complex equity compensation situations— IPO, M&A, and multiple stock grants— who want a fiduciary advisor managing their biggest financial asset.

Most clients are directors, VPs, and above — at public companies or late-stage private companies with significant equity exposure. Client relationships typically begin around a liquidity event or a significant vesting.

We provide ongoing financial planning and investment management on a fee-only, AUM basis — no product sales, no commissions. You pay for advice.

FAQS

  • No cost, no obligation. 

  • No - you do not need to prepare for the call. We'll have a conversation to learn about your current financial situation, and any financial decisions that you may be considering.

  • We work best with tech and biotech professionals navigating complex equity compensation — stock options, RSUs, IPOs, and acquisitions. Most of our clients are mid-career executives earning significant equity-based compensation who want a fiduciary advisor to help them make smart decisions with their biggest financial asset.

  • Paceline charges an assets under management fee of 1% per year (or less, depending on account size), deducted directly from your account (0.25% quarterly) so there's no impact on your regular budget or cash flows. This is a fee-only client relationship — no commissions, no product sales.  

Not ready to book or
have a question

Call Jeremy at 617-440-7442 or simply fill out the form below.
We’ll respond within one business day.