Doug Greenberg, CIMA®

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Doug Greenberg, CIMA®

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President

Pinnacle Wealth Advisory • Puno vrijeme

May, 2021 - Present • 4 yrs 2 mos

Helping business owners and high-net-worth families navigate complex financial landscapes with strategic insight and tailored solutions. I specialize in guiding business owners through pivotal transitions — from scaling operations to preparing for a successful exit. With decades of experience, I connect clients to a curated network of trusted partners, fostering growth and safeguarding wealth for future generations.

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<h2 style="text-align: center; font-size: 20px; font-family: arial, helvetica, sans-serif;">{{INVITE_NAME}}<span style="background: #b8de53; width: 80px; height: 7px; display: block; border-radius: 8px; margin: 7px auto;"></span></h2>
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<p style="text-align: center; line-height: 35px; font-family: Arial, Helvetica, sans-serif; box-sizing: border-box; font-size: 26px; vertical-align: top;">I hope you're doing well! I wanted to share and invite you to something that’s made a huge impact on my business—building a community around it!</p>
<p style="text-align: center; line-height: 26px; font-family: Arial, Helvetica, sans-serif; box-sizing: border-box; font-size: 20px; vertical-align: top; padding: 30px 5%; background: #f3f8e8; margin: 33px 0; border-radius: 17px;">I am inviting you to connect with 8+ new business owners and help you find your next business connection!</p>
<p style="text-align: center; line-height: 26px; font-family: Arial, Helvetica, sans-serif; box-sizing: border-box; font-size: 20px; vertical-align: top; padding: 30px 5%; background: #f3f8e8; margin: 33px 0; border-radius: 17px;"></p>
<p style="text-align: center; line-height: 26px; font-family: Arial, Helvetica, sans-serif; box-sizing: border-box; font-size: 20px; vertical-align: top; padding: 30px 5%; background: #f3f8e8; margin: 33px 0; border-radius: 17px;"><b style="color: #0589d9;">{{COMMUNITY_NAME}}</b></p>
<p style="text-align: center; line-height: 26px; font-family: Arial, Helvetica, sans-serif; box-sizing: border-box; font-size: 20px; vertical-align: top; padding: 0 5%;">Many of the people we both know are already on here! </p>
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<p style="font-style: italic;">{{JOIN_LINK}}</p>
<p style="font-style: italic;">Thank You,</p>
<p style="text-align: center;">{{CIRCLE_IMAGE}}</p>
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<p></p>
<hr style="margin: 22px; border: 1px solid #e5e5e5;">
<p>{{UNSUBSCRIBE_LINK}}</p>
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</tr>
</tbody>
</table>

I hope you're doing well! I wanted to share and invite you to something that’s made a huge impact on my business—building a community around it!

I am inviting you to connect with 8+ new business owners and help you find your next business connection!

{{COMMUNITY_NAME}}

Many of the people we both know are already on here!

JOIN ME

Thank You,

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