After working as a respected financial advisor for over three decades, Douglas Greenberg, the Pacific Northwest Advisory (PNWA) president in Portland, Oregon, started his company. To help clients secure their personal and corporate investments, Greenberg and PNWA offer highly individualized financial advising services to business owners, executives, and individual investors. These services are connected with thorough growth strategies and coordinated financial investment plans.

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To plan for and protect each client's financial future, Mr. Greenberg works with a broad spectrum of experts, including tax attorneys, CPAs (tax preparation, M&A, and business valuation), estate planning attorneys, and investment bankers.

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His services include planning for business transitions, investment management, wealth management, and retirement planning. Greenberg stands out in the field as a specialist with demonstrated success in assisting business owners in getting ready to sell their company and helping individuals build and manage their assets thanks to his more than 29 years of experience as a leading financial advisor and recognition by numerous leading financial publications.

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Greenberg's Strategy

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Doug was able to develop a process that enables a business owner to fully understand the impact of a business sale before assembling a team thanks to his experience growing up and working in a large, family-owned business and his track record of assisting owners of mid-tier companies ($10 million to $150 million) through the sale or transition of their business. To build the focused and committed workforce required to sell or sustain a firm, Douglas Greenberg controls the crucial aspect of "filling in the gaps."

Managing the transition from start to finish enables consistency and familiarity that align with each business owner's objectives. A business owner can use Greenberg's implementation strategy knowing that their replacement revenue is reliable and increasing. With each customer, Greenberg develops a unique solution based on an unbiased assessment of the needs and objectives of the company owner.

As a seasoned financial advisor, Greenberg is also skilled in managing hedge fund portfolios and retirement plans and choosing investment managers. 401(k) plans, significant corporate cash management accounts, the choice of investment advisors, hedge fund portfolios, private equity investments, and fixed-income corporate and municipal bond portfolios have all been managed and subjected to due diligence by Greenberg.

Douglas Greenberg offers individualized investment strategies and financial planning to help clients and their families increase, manage, and safeguard their wealth. His advice is independent, open, and objective, and he consistently prioritizes the needs of his clients.

Working As a Top Producer

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Before creating PNWA, Greenberg established an outstanding career as an Executive Director for the global investment bank and financial services firm Morgan Stanley. He spent 24 years working for Morgan Stanley and was recognized as one of the best financial counselors there. Greenberg belonged to the exclusive "Chairman's Club" of the company, which recognizes top-performing brokers. He was among the top 2% of Morgan Stanley's brokers in terms of income earned.

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In 1992, Greenberg began his career in investment management with Merrill Lynch, where he spent roughly 18 months as a financial consultant.

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Industry Appreciation and Achievements

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In 2018, Forbes recognized him as one of Oregon's top wealth managers. For four years running, he was also honored by Barron's annual "Top Advisor Rankings," which placed him second among all financial advisors in 2012. In 2013, Greenberg was one of just two top financial advisors in Oregon to get recognition from the Financial Times "FT 400 Top Financial Advisers."

Douglas has participated in several professional gatherings, such as an expert roundtable discussing corporate sales, mergers, and acquisitions. He covers many subjects in his writing, including wealth management, intelligent retirement planning, developing your portfolio with alternative investments, and other issues.

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Academic Background, Licenses, and Certifications

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Doug graduated from the University of Texas at Dallas with a Bachelor of Science in Business. Additionally, he has completed coursework at the University of Pennsylvania's Wharton School and the University of Chicago Booth School of Business.

The Wharton School awarded Greenberg the title of Certified Investment Management Analyst (CIMA). FINRA Series 63, Oregon Life Insurance State License, and Oregon Variable Annuity Insurance State License are among his many licenses and credentials.

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Philanthropy

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As a former member of the advisory board for the ALS Association, Oregon and SW Washington Chapter, and as a mentor for St. Mary's Home for Boys, which offers residential treatment and services to at-risk boys between the ages of 10 and 17, Greenberg gives back to the community through his volunteer work and charitable endeavors.

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Personal Hobbies and Interests

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Living 10 miles from Portland near Lake Oswego, Oregon, is Greenberg. He enjoys spending time with his two adult boys and attending sporting events when he is not working. Along with these, he participates in various outdoor pursuits, such as scuba diving, skiing, sailing, and hiking. He enjoys traveling with his sons and has had the good fortune to share some incredible adventures, such as climbing Mount Kilimanjaro in Tanzania in 2019. The Portland Timbers of the Major League Soccer and the NBA players are the Greenberg men's favorites.

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In addition to boating on the numerous lakes and rivers of the Pacific Northwest, Greenberg enjoys skiing in the Cascade Mountains.