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Fortune Strategies

+1 (925) 942-2937
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2033 N Main St
Walnut Creek, CA 94596
+1 (925) 942-2937
http://www.fortune-strategies.com

Fortune Strategies, based in Walnut Creek, CA, is a highly reputable firm specializing in multi-generational wealth transition planning for high-net worth individuals and families. With nearly 50 years of experience, their team of advisors has cultivated relationships with top professionals nationwide, offering concierge-level service and a network of interdisciplinary partners to provide customized solutions for clients' unique financial needs.

Led by founder Patricia Tanner, Fortune Strategies is dedicated to maximizing the value of personal and business wealth for clients and their families, ensuring a lasting legacy for generations to come. Their expertise in estate planning, business succession planning, and international wealth transition has earned them recognition as industry leaders, with a track record of achieving ongoing success in preserving and growing clients' wealth.

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United States›California›Walnut Creek›Fortune Strategies

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