As an entrepreneur running a highly successful business, I always felt the weight of financial complexity on my shoulders. That was until I met Doug. At 53, with a spouse and two children, my main concern was to diversify my wealth, which was predominantly tied up in my company, valued at roughly $50 million. My life objectives included passing maximum wealth to my children and future grandchildren, maintaining a substantial income for personal interests, and focusing on finding a cure for a disease affecting a family member. Doug's approach to wealth management was transformative. He didn't just manage my assets; he educated me on how capital markets and world economies interrelate. His team completed a financial plan to catalog my current assets and created a strategy to diversify my holdings. To date, I've reallocated $12 million from my company while still retaining full ownership and incurring no debt. His strategy of investing in various market areas, like municipal securities, showed deep market understanding. Doug worked closely with my corporate CFO and estate planning attorney to ensure a comprehensive wealth management strategy, setting up various trusts and partnerships. The results have been phenomenal. Not only do I have a diversified portfolio, but Doug also set up a 401(k) plan for my company and introduced me to an Investment Banking team for broader advice. His asset allocation alternatives and historic modeling aligned perfectly with my growth and income objectives. What I appreciate most is Doug's effort to involve my family in this journey. He organized investment seminars for my children and educated my spouse on wealth management strategies. When the time comes to transition out of the business, I will turn to Doug to help structure the process. As I look to the future, Doug's role continues to be indispensable. He manages my diversified portfolio, educates my children on money management, and works closely with my team of advisors, ensuring my interests are always prioritized. In conclusion, Doug is more than a financial advisor; he is a pivotal member of my professional team, guiding me through complex financial markets and ensuring my family's long-term financial security and prosperity.

I met Doug at a business event and was really impressed by how much he knew about business and by how interested he was in learning about mine. Not long after, I got an unexpected offer to buy my company. I called Doug to talk about it. My wife and I had numerous meetings where Doug listened to what we wanted and what we were worried about. He put together a clear plan that included setting up a charitable trust, a living trust, and a dedicated trust for the educational needs of our four children. Doug also brought in a tax lawyer who wrote the trusts, helped with the stock transfer and found some additional tax savings for us. The deal closed seamlessly, the trusts were established to our satisfaction, and I must commend Doug for his exceptional advisory role.

I've been working with Doug for a little over a year now. I was getting to a point in my financial life/knowledge where I needed an expert to dig a bit deeper than I could go. Doug has been exactly what I've been looking for. I have a decent understanding of investing and saving, but I lack the real outlook of what's to come. How new policies impact the economy. How world events may impact markets. It's become unpredictable for me and I look to Doug to understand and distill that info to me so I can easily digest it. Doug always seems to have a pulse to what is happening in the markets. He makes himself readily available when I have a question. And he puts out great monthly videos to help educate his clients. Plus he's just a great guy to chat with.

From the start, one of the things that stood out about Doug was that he was a really nice person. His communication via text, email or phone has always been excellent and very useful. Doug does a great job explaining trends, expectations in the market and clearly outlines why he makes the changes he does while managing our funds. I would highly recommend Doug to anyone wanting to improve their financial position.

My grandfather introduced me to Doug when I was about 17 years old. Since then he has helped three generations of my family plan, grow and protect our assets through many business cycles. I know I can focus on my family and business interests without worrying about our investments, no matter what is happening in the world. Doug is truly a trusted advisor to me and my family. He has expert knowledge of the markets and always takes the time to explain and educate us - in plain english - about historic trends and how they inform future predictions. I will always recommend Doug to anyone who wants to have a world class expert manage their financial assets.

Doug was very helpful in my transition from 30 plus years with Morgan Stanley to his firm. So far I've been pleased with his investments.

I have the privilege of working with Doug Greenberg as my financial advisor, and I can confidently say that his expertise and dedication have had a significant positive impact on my financial well-being. I am thoroughly impressed with his professionalism, knowledge, and personalized approach to financial planning. Here's a detailed review of my experience with Mr. Greenberg: From the very first meeting, Doug displayed exceptional professionalism and made me feel at ease discussing my financial goals and concerns. He took the time to understand my unique circumstances, including my short-term and long-term objectives, risk tolerance, and future aspirations. This personalized approach helped me gain confidence in their ability to tailor a financial plan specifically for me. What truly sets Doug apart is his extensive knowledge and expertise in various areas of finance. He possess a deep understanding of investment strategies, tax planning, retirement planning, and estate planning. Whenever I had questions or needed guidance, Doug patiently explained complex concepts in a clear and concise manner, ensuring I fully understood the options available to me. One aspect that I greatly appreciate about Doug is his proactive nature. He regularly monitor my portfolio, keep me informed about any market changes, and promptly suggest adjustments or opportunities to optimize my investments. His ability to adapt and adjust strategies based on market conditions is truly impressive, as it reflects his commitment to maximizing returns while managing risks effectively. Furthermore, Doug consistently demonstrates a high level of integrity and transparency. He provides detailed reports and statements that clearly outline the performance of my investments, fees, and any associated costs. This level of transparency has fostered trust, as I know that Doug always acts in my best interest. Not only is Doug knowledgeable and professional, but he is also an excellent communicator. He actively listen to my concerns, respond promptly to my inquiries, and provide updates on the progress of my financial goals. His ability to simplify complex financial concepts has empowered me to make informed decisions and feel more confident about my financial future. Overall, working with Doug has been an incredibly positive experience. He has not only helped me navigate through the intricacies of finance but have also instilled a sense of financial security and peace of mind. I highly recommend Doug Greenberg to anyone seeking a trustworthy, knowledgeable, and dedicated financial advisor who genuinely cares about their clients' financial well-being. Doug Greenberg has exceeded my expectations, and I look forward to continuing our professional relationship for years to come.

I met Doug over 25 years ago while serving on a foundation board, of which Doug was their financial advisor. In this relationship I watched Doug advise our board members with a successful strategy to grow our funds. This was accomplished keeping within our risk tolerance and reacting to the current market environment. This history was instrumental in me having Doug manage my funds in retirement. He continues to provide current relevant direction to my portfolio.

We're so appreciative of Doug's work on our behalf in planning and delivering a sound investment strategy. His financial acumen and insights into markets are top-notch, of course, but it's his personal attention to our unique investment needs that makes a difference. We've worked with Doug for several years, during some unprecedented shifts in the markets and economy and we're glad we did.

Newly divorced, I'm so thankful I have Doug on my side. He has walked me through each step to gain financial independence and confidence. Doug is a team player and has connected with everyone in my financial world to make my life better. We created a budget, made a plan for my future, and he is keeping me on track to meet future financial goals. I would be lost without his help.

Doug has helped us as a young family beginning our professional careers. We have planned our future investment strategies as well as managing our current investment accounts while I go through medical school. We have made plans to pay off my student loans once I transition into my career, and the best strategies for managing our money as a couple who hopes to travel and have a large family. He has also helped us with the business we own and to make smart financial decisions as we navigated being new business owners. We would highly recommend Doug to anyone looking to invest as he is a great partner and great person.

I have known Doug for years and can say I trust his financial advice and expertise over anyone else’s. I’ve always had full confidence he knows the right decisions to make and have never second guessed him. Every conversation with Doug is meaningful and you can tell he takes true interest and care in our goals.

As Owners and Operators of a family-run business, we began working with Doug prior to an important transitionary period in our lives and business. Doug's patient and experienced guidance and assistance with the execution of our financial plan has been profoundly effective. What began as a high-level review of our goals soon evolved into a detailed, comprehensive plan that has us engaged and on track. Our periodic conversations and updates are always insightful, where Doug takes a personal interest in helping us achieve our goals and avoid missteps. This has allowed us to make adjustments to our overall strategy as both financial markets and the markets in which our business operates evolve. We could not be happier having Doug as a trusted advisor.

We have worked with Doug for about 12 years. He began the process by identifying what our goals were in the short term as well as the long term. As we moved towards retirement our financial goals understandably changed. Doug reallocated our assets appropriately to reflect these life changes. Now that we are retired he continues to work proactively to see that our assets are invested so as to meet our economic goals. We strongly believe that the road to successful financial investment decisions is based on regular communication between the advisor and the client, thereby empowering the client to make informed decisions. Doug's open and ongoing communication has been a constant that we greatly appreciate.

Doug is an outstanding financial advisor who has consistently exceeded my expectations over the past six years of working together. With his vast knowledge and extensive expertise, he always goes the extra mile to provide me with invaluable guidance that has propelled my financial journey, understanding of economics, and my career trajectory. What sets Doug apart is not only his strategic insights and meticulous attention to detail, but also his genuine commitment to understanding my unique financial situation and aspirations. His personalized and friendly approach has fostered a strong sense of trust that is unlike anything I have ever experienced with other advisors that I have worked with in the past. If you are seeking a skilled, genuine, and trustworthy financial advisor, look no further than Doug! He is the best!

I met Doug over 30 years ago when I was 25 years old and knew from the first time I met him that he was the guy I wanted to help guide my family’s financial future. I can say with absolute certainty I made the right decision. After 30+ years of working with Doug I can say with confidence that he has always made all decisions easy for us to understand and is always a step ahead of things going on in this world's crazy market. Doug has not only been a knowledgeable and ethical financial planner for us, he has also become a friend. I have always been impressed with the way he makes us feel comfortable and at ease always taking the time to really understand our goals. I highly recommend Doug and his services!!!

Doug has been my trusted advisor for as long as I can remember. I trust him with my time and financial decisions. He is so bright and has a deep understanding of the business. He is very good at explaining things to a layperson with the right amount of detail and clarity. I feel like my nest egg is safe and productive. I really couldn’t be happier to be his client. I enjoy the updates via the video's, great way to keep connected.

Doug had been my advisor for 25 yrs and regularly keeps me advised of markets changes; sending information for me to read and question. I trust that any direction he recommends is the right one for my situation. We review my account several times a year so I can understand and discuss any changes. Doug is the best!