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Pacific Northwest Advisory

Dedicated to Serving as Your Partner


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About PNWA

PNWA, led by Douglas Greenberg, collaborates with a full range of professionals such as Tax Attorneys, CPA's (Tax Preparation, Merger/Acquisition and Business Valuation), Estate Planning Attorneys, and Investment Bankers to plan for and secure your financial future. With a breadth of experience, we work with business owners, individuals and families to develop comprehensive solutions from portfolio and wealth management to estate planning and business sales. We help you meet and even exceed your financial goals.



Douglas Greenberg Photo

Douglas Greenberg

President

Douglas 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 a remarkable track record over 25 years as one of the country’s leading financial advisors at Morgan Stanley, the 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” listing of the top wealth advisors in Oregon.

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.

Doug is the father of two adult sons and lives in West Linn, Oregon. When he isn’t advising clients, Doug is an avid skier on the Cascade Mountains and boater on Pacific Northwest lakes and rivers.


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