The common thread that weaves our clients to Fortune Strategies is a need to take care of family. Whether it's your personal family, business or community family, there are people you care about.


Our clients are motivated to maximize the value of their personal and business wealth for themselves and their family today and tomorrow-perhaps for generations to come.
Fortune Strategies has an impeccable track record of achieving ongoing success for our clients. We serve high-net worth individuals and families with differing backgrounds, vocations and personalities who have much in common:

  • A multi-million net worth
  • A need to bring order to their affairs.
  • A need for protected income for life.
  • A desire to preserve the value of their family business.
  • A desire to maximize the value of wealth for their families.
  • A vision to support the arts, their church, or their social causes through family philanthropy

Firm

Concierge-Level Service, Nationwide Affiliations

With almost 50 years of experience working with many families in the USA and abroad, Fortune Strategies brings a unique prospective to estate planning. Patricia Tanner has spent years cultivating relationships with some of the top professionals in the country, and their network, experience and client focus, create lasting legacies.
"While we can often reduce the cost of paying estate taxes by 90 percent or more, our greatest satisfaction is ensuring the client's values and vision are successfully passed on to subsequent generations," Tanner observes.

Advisors

The advisors of Fortune Strategies have spent years cultivating relationships with some of the most accomplished professionals in the country and their network, combined with their experience and client focus, create lasting legacies.

Patricia Tanner

CLU, ChFC, CFP®

Clients

Your vision, our design.  Together, let's create your Fortune Strategy.

With a clear picture of your financial destination and an assessment of your current situation, we will employ nearly 50 years of collective experience, technical excellence, and professional alliances to provide creative solutions customized to your unique situation.
The selection of the appropriate solutions is an interactive process involving you, your family members, your advisors and our professional experts. Together we comprise a powerful interdisciplinary team, ready to help you design and implement sophisticated solutions to address your most critical financial issues.


Practice Areas

Contact Us

Fortune Strategies
319 Diablo Road
Suite 100
Danville, CA 94526
P: (925) 942-2942
F: (925) 942-2937
Patricia Tanner
patricia@fortune-strategies.com