Fortune Strategies

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1350 Treat Blvd Ste 240
Walnut Creek, CA 94597
+1 (925) 942-2942
https://fortune-strategies.com

Fortune Strategies, based in Walnut Creek, CA, specializes in multigenerational wealth transition planning for high-net-worth individuals and families, both domestically and internationally. With nearly 50 years of experience, the firm focuses on maximizing the value of personal and business wealth while ensuring that clients' values and visions are successfully passed on to future generations.

Led by founder Patricia Tanner, Fortune Strategies offers a collaborative approach that integrates a national network of professional partners to provide tailored solutions for complex financial issues. The firm is recognized for its commitment to delivering innovative strategies that address clients' unique needs, enhancing their financial security and legacy.

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