Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In State
2023 • 2022 • 2020 • 2018
Top Wealth Management Teams Best-In-State
2024 • 2023
Top Next-Gen Wealth Advisors Best-in-State
2023
America's Top Wealth Advisors
2019
About The Leaverton Strahan Team

Meet Our Team

Insights

Wealth Planning

How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.Read Now
Outlook

Is a Goldilocks economy just a fairy tale?

May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read Now
Outlook

Testing the five big insights of our 2024 Outlook

May 16, 2024As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.