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Doug Greenberg, CIMA®

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At PNWA, I understand that as a business owner or individual, managing your personal wealth and planning can be complex and challenging. That's why I offer collaborative and straightforward advice as a Fiduciary, with a focus on providing a cohesive and comprehensive strategy that considers your unique situation. Creating a financial plan is paramount. The plan can provide direction, enhance financial stability, facilitate wealth building, and helps ensure a comfortable retirement. For individuals, I have developed a streamlined process to build their financial plan with ease. The process involves conducting analytics by adjusting specific inputs to estimate outcomes under particular situations otherwise known as what-if analysis. For business owners, my extensive experience growing up and working in a family-owned business brought me to offer Business Advisory services. Business advisory is an integrated approach that addresses multiple facets of a business's operation and growth strategy. It combines aspects of finance, strategy, risk management, and organizational change to offer comprehensive guidance to businesses. By integrating business advisory with financial planning, decision-makers can ensure that each decision, both strategic and financial, paves the way for sustained growth and success. If you're a business owner, this is a game-changer. Here's why: 1. Comprehensive Insight: Beyond just personal finances, we grasp the entirety of your business's financial health, ensuring strategies align with both personal and business goals. 2. Customized Tax Strategies: We delve deep into crafting tax solutions tailored for your business, guaranteeing maximum benefits while maintaining compliance. 3. Enhanced Risk Management: We don’t just look at market risks. We consider your entire business operation, safeguarding your assets and profits. 4. Streamlined Succession Planning: Thinking of retirement or transition? We will help pave a smooth path, ensuring your business's longevity and your peace of mind. I'm here to help you achieve your personal and business financial goals with confidence and empathy. Contact me at PNWA today to learn more about how I can provide you with the guidance and support you need to navigate the complexities of financial planning and achieve your long-term objectives. [email protected] 503-880-1828

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