Doug Greenberg, CIMA®
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Pinnacle Wealth Advisory
Doug Greenberg, CIMA®
Serving Clients Nationwide
Dedicated to Serving as Your Partner
5 out of 5 Stars
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Areas of Focus
- Banking
- Budgeting
- Buying a House
- Capital Gains
- Estate Planning
- Financial Life Planning
- Giving
- Inherited Wealth
- Insurance
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Doug Greenberg, CIMA®
Doug Greenberg, President and Founder of Austin, Texas-based Pinnacle Wealth Advisory (PNWA), founded his firm after nearly three decades as a top financial advisor. Greenberg and PNWA provide highly personalized financial advisory services to business owners, executives, and individual investors to help clients protect their personal and business investments with coordinated financial investment plans aligned with comprehensive growth strategies.Mr. Greenberg collaborates with a full range of professionals such as tax attorneys, CPAs (tax preparation, M&A, and business valuation), estate planning attorneys, and investment bankers to plan for and secure each client’s financial future.
His services include business transition planning, investment management, wealth management, and retirement planning. Greenberg’s more than 30 years of experience as a top financial advisor and his recognition by numerous leading financial publications distinguish him in the industry as a professional with proven success in helping business owners ready their businesses for sale, as well as assisting individuals build and manage their assets.
✅ A Career As A Top Producer
Prior to founding PNWA, Greenberg compiled an enviable track record working at the multinational investment bank and financial services company, Morgan Stanley, as an Executive Director. He served at Morgan Stanley for 24 years and was regarded as one of the firm’s top financial advisors. Greenberg was a member of the firm’s elite "Chairman’s Club," which honors brokers who are top producers. He was also ranked among the top two percent of Morgan Stanley’s brokers in terms of revenue generated.
Greenberg began his career in investment management at Merrill Lynch in 1992, where he worked as a financial consultant for nearly 18 months.
✅ Industry Recognition and Accomplishments
He was named as one of Oregon's top wealth managers by Forbes in 2018. He was also recognized by Barron’s annual "Top Advisor Rankings" for four consecutive years, ranking him second among all financial advisors in 2012. The Financial Times' "FT 400 Top Financial Advisers" recognized Greenberg as one of only two top advisors in Oregon in 2013.
Douglas has participated in a number of professional events, including a roundtable of experts offering advice on selling your business and M&As. He writes on various topics, from wealth management to effective retirement planning, building your portfolio with alternative investments, and others.
✅ Academic History, Certifications, and Licenses
Doug holds a Bachelor of Science degree in Business from the University of Texas, Dallas. He has also studied at the Wharton School of the University of Pennsylvania and the University of Chicago Booth School of Business.
Greenberg earned a Certified Investment Management Analyst (CIMA) designation from The Wharton School. He also holds several other licenses and certifications, including FINRA Series 63, the Oregon Life Insurance State License, and the Oregon Variable Annuity Insurance State License.
✅ Personal Interests or Hobbies
Greenberg lives in West Linn, Oregon, which is 10 miles from Portland. When he is not working, he spends time with his two grown-up sons, with whom he regularly attends live sporting events. He is also involved in a variety of outdoor activities, including hiking, sailing, skiing, and scuba diving. He and his sons enjoy traveling the world together and have had the luxury of partaking in some amazing experiences, including climbing Mount Kilimanjaro in Tanzania in 2019. The Greenberg men are fans of the major league soccer team Portland Timbers and professional basketball.
Greenberg is also an avid skier in the Cascade Mountains and a boater on the Pacific Northwest’s many lakes and rivers.
Professional Designations
- Certified Investment Management Analyst (CIMA)
Affiliations
-
Financial Planning Association
- Investments & Wealth Institute
Primary Location
Additional Locations
📍 19363 Willamette Drive, Suite 352 West Linn OR 97068
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an initial 30 minute meeting. Let’s review your situation, address any concerns you may have, and provide you with guidance on your next steps. I look forward to speaking with you.Offers Investment Management
Yes
About Pinnacle Wealth Advisory
Pinnacle Wealth Advisory: A Wealth Advisor; Holistic Planner Located in Austin, TexasYour financial partner specializing in the unique needs of business owners, successful individuals, and families.
➡️ Business Services:
We work closely with business owners to navigate through the transition or sale of your business and provide ongoing personal financial planning.
➡️ Individual & Family Solutions:
We create tailored investment strategies and financial plans to help you grow, manage and protect your wealth and family.
✅ Greenberg’s Approach
Doug's experience growing up and working in a large, family-owned business, combined with his track record in guiding owners of mid-tier companies ($10 million to $150 million) through the sale or transition of their business, has enabled him to develop a process that allows a business owner to fully understand the impact of a business sale prior to building a team. Doug Greenberg manages the essential component of "filling in the gaps" to create the focused and dedicated team necessary to sell or perpetuate a business.
Managing the transition all the way through to completion allows for consistency and familiarity aligned with each business owner’s goals. Greenberg’s implementation plan enables a business owner to move forward, knowing their replacement income is sound and growing. With each client, Greenberg creates a customized solution based on an objective view of the business owner's needs and goals.
Greenberg’s expertise as a seasoned financial advisor also includes everything from managing retirement plans and hedge fund portfolios to selecting investment managers. Greenberg 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, and corporate bond and municipal bond fixed income portfolios.
Doug Greenberg provides tailored investment strategies and financial planning to help grow, manage, and protect the wealth of clients and their families. His guidance is independent, transparent, and unbiased, and he always puts clients' interests front and center.
📺 Watch the video below the map on this page to learn how we guide clients through every aspect of planning for retirement or for the sale of their business, to create a plan so they work towards a sound financial footing for the next steps in their lives.
Education
The University of Texas at Dallas, Bachelor of Science, Business
Volunteer Experience
Greenberg gives back to the community with his volunteer work and philanthropic endeavors, including as a former member of the advisory board with the ALS Association, Oregon and SW Washington Chapter, and as a mentor for St. Mary’s Home for Boys, which provides residential treatment and services to at-risk boys between the ages of 10 and 17. I recently joined Upwardly Global, and as a volunteer, it's a privilege to help these talented professionals find opportunities that match their skills and experience.
Hobbies and Interests
- Animals
- Board Games
- Boating
- Exercising
- Family
- Football
- Hiking
- Photography
- Pickleball
- Sailing
- Skiing
- Soccer
- Sports
- Volunteering
- Working Out
Who We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Individuals
- Investors
- Living in Retirement
- Parents
- Widow
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Knowledgeable and Very Easy to Work With
✅ Wealthtender Certified Advisor Review™
Nov 1, 2024
I began working with Doug roughly a year ago after leaving another advisor who I did not feel met my financial and operational needs. After meeting Doug and describing what I am specifically looking for in a long term cooperative arrangement, I found that my expected level of financial support, planning, and client interaction was very close to how Doug chooses to run his business. Having been in public accounting for 39 years, I've learned that client relationships are the key to success. Doug was able to quickly understand my financial plans, offer suggestions, and provide a comprehensive plan, and potential supplemental income opportunities which would suit my investment needs. Add in the fact that Doug is highly personable and easy to talk with, I have been quite pleased in our activities over the last year and look forward to a very long lasting relationship with him.
Relationship to Financial Advisor: Client as of Nov 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Transformative Financial Guidance: Partnering with Doug for a Secure and Prosperous Future
✅ Wealthtender Certified Advisor Review™
Feb 6, 2024
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.
Relationship to Financial Advisor: Client as of Feb 6, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Successful Business Sale and Trust Setup with Expert Guidance
✅ Wealthtender Certified Advisor Review™
Feb 1, 2024
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.
Relationship to Financial Advisor: Client as of Feb 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
The perfectly balanced advisor everyone needs
✅ Wealthtender Certified Advisor Review™
Oct 17, 2023
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.
Relationship to Financial Advisor: Client as of Oct 17, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great all around
✅ Wealthtender Certified Advisor Review™
Jun 8, 2023
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.
Relationship to Financial Advisor: Client as of Jun 8, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Family Advisor
✅ Wealthtender Certified Advisor Review™
Jun 6, 2023
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.
Relationship to Financial Advisor: Client as of Jun 6, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Very helpful...
✅ Wealthtender Certified Advisor Review™
Jun 5, 2023
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.
Relationship to Financial Advisor: Client as of Jun 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Expert Guidance and Secure Financial Growth: A Stellar Experience
✅ Wealthtender Certified Advisor Review™
May 21, 2023
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.
Relationship to Financial Advisor: Client as of May 21, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Advisor
✅ Wealthtender Certified Advisor Review™
May 21, 2023
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.
Relationship to Financial Advisor: Client as of May 21, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent Listener, Personalized Planning, Timely Advice
✅ Wealthtender Certified Advisor Review™
May 21, 2023
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.
Relationship to Financial Advisor: Client as of May 21, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Given Me Financial Confidence
✅ Wealthtender Certified Advisor Review™
May 17, 2023
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.
Relationship to Financial Advisor: Client as of May 17, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Planning for future
✅ Wealthtender Certified Advisor Review™
May 16, 2023
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.
Relationship to Financial Advisor: Client as of May 16, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
You won’t find anyone better!
✅ Wealthtender Certified Advisor Review™
May 16, 2023
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.
Relationship to Financial Advisor: Client as of May 16, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Advisor
✅ Wealthtender Certified Advisor Review™
May 15, 2023
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.
Relationship to Financial Advisor: Client as of May 15, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent financial advisor.
✅ Wealthtender Certified Advisor Review™
May 14, 2023
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.
Relationship to Financial Advisor: Client as of May 14, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Genuine, skilled, and trustworthy. Simply the best!
✅ Wealthtender Certified Advisor Review™
May 13, 2023
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!
Relationship to Financial Advisor: Client as of May 13, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Extremely knowledgeable, Ethical and Truly cares about My family's financial security!
✅ Wealthtender Certified Advisor Review™
May 13, 2023
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!!!
Relationship to Financial Advisor: Client as of May 13, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Without a doubt
✅ Wealthtender Certified Advisor Review™
May 13, 2023
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.
Relationship to Financial Advisor: Client as of May 13, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
The best advisor
✅ Wealthtender Certified Advisor Review™
May 11, 2023
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!
Relationship to Financial Advisor: Client as of May 11, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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