Beacon Tree Capital

Paceline Wealth Management, based in Boston, MA, specializes in providing tailored financial advice and investment management services to tech and biotech executives, as well as physicians. The firm is committed to helping clients navigate complex financial decisions with a combination of concierge-level service and professional-grade resources. Founded by Jeremy Bohne, a Cornell MBA with extensive experience in comprehensive financial planning and institutional investing, Paceline operates on a fiduciary basis, ensuring that clients' best interests are prioritized at all times. With a transparent, commission-free fee structure, clients can trust that their accounts are managed with integrity and expertise. Generated from the website

Fidelity Investments is a financial services company based in Boston, MA, specializing in investment management and brokerage services. They offer a range of products and services to help individuals and institutions achieve their financial goals. With a focus on providing investment solutions and guidance, Fidelity Investments aims to empower their clients to make informed decisions about their finances. Their team of experts works to deliver personalized advice and support to help clients navigate the complexities of the financial markets. Generated from their business information

Appleton Partners, established in 2000, is a diversified, no-load, open-end management investment company. It seeks long-term growth of capital by investing primarily in common stock. The firm declares and pays dividends each year that are at least 98 percent of its net investment income and net realized capital gains, in order to prevent the imposition of excise tax that would be otherwise applicable. The firm has its office in Boston.