Clarity for Founders. Confidence for What’s Next.

You’ve built something from nothing. Now the real work begins - scaling smart, exiting well, and protecting what you’ve earned.

That’s where I come in.

I bring 32 years of experience advising founders and business owners through high-stakes financial transitions. I grew up in a family business with 25 stores across Texas, worked every job in it, and learned firsthand what it takes to grow, lead, and eventually let go.

At Pinnacle Wealth Advisory, I focus on:

1. Clarifying the Business Side
We uncover blind spots (financial) through business analysis and transition planning. Then we can bring in the right CFOs, CROs, and systems to scale or sell with confidence.

2. Structuring the Personal Side
From investment management to tax and estate planning, I align your personal wealth strategy with your long-term vision. My CIMA® certification reflects a rigorous standard of investment advice, financial planning, and fiduciary excellence - earned through intensive education, experience, and ongoing ethical commitment.

3. Guiding the Transition
Whether you’re preparing for an exit, generational succession, or just more time off, I help you make confident, tax-aware decisions...before, during, and after the transition.

My comprehensive approach includes business valuation analysis, tax planning modeling, succession planning, and post-sale wealth management. I collaborate with top-tier tax attorneys, CPAs, estate planning attorneys, and investment bankers to create customized solutions aligned with each client’s goals.

As a fiduciary advisor, I work solely in your best interest. My process integrates everything from complex tax modeling to legacy planning, always grounded in your goals and values.

If you’re a business owner thinking about what’s next, I’d be glad to talk.

Doug Greenberg

The Squire Group

Managing Partner

LIFE INSURANCE COMPANY OF ALABAMA (LICOA)

I work with independent insurance agents and health insurance brokers, getting them set up with the best, and one of the lesser known supplemental insurance companies out there.

Western Division Director

Colonial Life

Managed a team of sales professionals, marketing ancillary, and worksite benefits to small businesses.

District General Agent

Independent Insurance Agents

Worked as an independent insurance agent, representing a variety of different companies, in a self employed role. Marketing mainly disability and life insurance products.

Independent Insurance Agent

With nearly two decades in the insurance game, I've worn many hats – running agencies, making more than a few blunders (they make the best stories, right?), and learning some hard-hitting lessons along the way.

My heart's in the right place though – deeply caring about my agents and clients. For me, insurance isn't just about policies; it's about building real connections and having folks' backs when things get shaky.

I've seen the good, the bad, and the downright confusing in this industry. But through it all, I've picked up some lessons worth sharing and a commitment to doing things right, with heart and hustle.

Let's link up and chat about shaking up the insurance scene in all the right ways!

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The Battle

Doug Greenberg

Mark Squire

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