With nearly 60 years of collective experience working with some of America’s richest families, Fortune Strategies brings a unique perspective to wealth preservation and estate planning. 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.

Please contact us to discuss your situation with an advisor.

Patricia Tanner, CLU, ChFC, CFP®

Patricia Tanner specializes in multigenerational wealth transition planning for both personal and business wealth. Patricia has been creatively and sensitively providing solutions to each client’s unique wealth transition concerns for more than 30 years. read more...

James Hodge, JD, MBA

James Hodge joined Fortune Strategies in 2007. For the past twenty years, he has worked with some of America’s most successful business owners and their families to transition their legacies to subsequent generations. read more...