About Me
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.
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.
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 as well as 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.
Blog
May 17, 2023Introduction: In an era where access to financial information is readily available, you may wonder if hiring a financial advisor is still necessary. After all, why pay someone to handle your money when you can do it yourself? However, the truth is that many individuals, regardless of their...March 25, 2023Many questions must be answered by advisers to develop a successful financial planning firm. One of the most significant is the number of clients required to earn a profit and develop their firm. The number of customers an adviser requires varies substantially based on their experience and...December 27, 2022It would help if you remembered a few things when searching for a financial counsellor. Be informed about the many payment options and types of fees that exist. Choosing between a fee-based and a commission-based adviser is possible. It takes diverse abilities and expertise to succeed as a...More PostsGallery
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