Doug Greenberg

Doug Greenberg is President of Pacific Northwest Advisory (PNWA), an investment advisory company providing highly personalized financial services to business owners, executives and individual investors. He founded PNWA after compiling an enviable track record over 25 years as one of the country’s leading financial advisors at a global leader in wealth management and financial services. Doug became the firm’s top advisor in Oregon by assets under management and revenue -- recognition which extended outside the company to top financial media. Doug was named to:  Barron’s annual “Top Advisor Rankings” for over four straight years, ranking him second among all financial advisors in 2012.  The Financial Times “FT 400 Top Financial Advisers,” one of only two advisors in Oregon in 2013.  Forbes annual “Best in State” for listing of the top wealth advisors in Oregon for 2018. Doug founded PNWA to help clients protect their personal and business investments by developing coordinated financial investment plans aligned with comprehensive growth strategies. He has deep experience across a breadth of personal financial services having assisted clients with:  Tax preparation and planning assistance in coordination with clients’ tax preparers;  Estate planning and management in collaboration with clients’ attorneys;  Assembling and guiding a team of professionals to sell client companies;  Assisted clients in obtaining financing (company, housing, personal);  Supporting the selection of assisted living properties and helping clients with the move;  Financial advice in divorce proceedings;  Pre-and post-nuptial agreements;  Managing generational philanthropy and trusts. His expertise as a financial advisor is comprehensive, from managing retirement plans and hedge fund portfolios to selecting investment managers. Doug has managed and performed due diligence on:  401(k) plans;  Large corporate cash management accounts;  Selection of investment advisors;  Hedge fund portfolios;  Private equity investments;  Corporate bond and municipal bond fixed income portfolios. When he isn’t advising clients, Doug is an avid adventurer with a passion for exploration and outdoor pursuits. He has conquered summits such as Mount Hood in Oregon, Mount St. Helens in Washington, Mount Kilimanjaro in Tanzania, and trekked through Dead Women’s Pass in Peru along the famed Inca Trail. Doug's love for skiing has taken him to slopes around the globe, from Canada and Chile to Japan and various locations in the United States. His thirst for travel has led him to explore 18 countries, including Canada, Mexico, Costa Rica, Peru, Chile, and many others, where he has immersed himself in diverse cultures and landscapes. Additionally, Doug is an experienced scuba diver, having explored the depths of the Banda Sea, Mallorca, Sorrento, Hawaii, and Akumal. In his leisure time, he enjoys paddleboarding, playing pickleball, skiing, and embarking on hikes with Lucy, his beloved Curly Coated Retriever. Doug is the father of two adult sons and lives in Lakeway, TX.