He founded Pacific Northwest Advisory (PNWA) in Portland, Oregon, after nearly three decades as a top financial advisor. Greenberg is the firm's President. Greenberg and PNWA offer highly personalized financial advisory services to business owners, executives, and individual investors in order to protect their personal and business investments with coordinated financial investment plans aligned with comprehensive growth strategies.
In order to plan and secure each client's financial future, Douglas Greenberg works with a wide range of professionals, including tax attorneys, CPAs (tax preparation, M&A, and business valuation), estate planning attorneys, and investment bankers.
His services include transition planning, investment management, wealth management, and retirement planning for business owners. " Many leading financial publications have recognized Greenberg's expertise as a seasoned financial advisor with more than 29 years of experience. He is known for helping business owners prepare for sale and for helping individuals build and manage their financial assets.
As a result of Greenberg's experience growing up and working in a large family-owned business, he has developed a process that enables a business owner to understand the impact of a business sale prior to putting together a team for the sale or transition of their company. ""Filling in the Gaps"" is an essential part of Douglas Greenberg's management of a focused and dedicated team necessary for the sale or continuation of an enterprise.