Fortune Strategies

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20429 Honor Hwy
Interlochen, MI 49643
+1 (231) 275-2277
http://www.fortunestrategies.com

Fortune Strategies, based in Interlochen, MI, is dedicated to helping high-net-worth individuals and families maximize and preserve their wealth for future generations. With nearly 50 years of experience, the firm specializes in multi-generational wealth transition planning and offers personalized services tailored to each client's unique financial needs.

Led by industry expert Patricia Tanner, Fortune Strategies partners with a network of accomplished professionals across the country to provide comprehensive solutions in estate planning, business succession, and philanthropy. The firm's collaborative approach ensures that clients receive customized strategies designed to achieve their financial goals while safeguarding their family legacy.

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