The Leaverton Strahan Team

Welcome

At The Leaverton Strahan Team, we are proud to help our clients accomplish important goals in their lives and wealth. We have helped high-net-worth individuals, families, trusts, foundations and businesses gain greater clarity and direction over their wealth for more than four decades.

Our team is built with client needs in mind, assembling a cohesive, high-performing group that shares an important vision: providing clients with the quality of advice, strategy and service to help them realize their aspirations.

Our team members hail from varied life stages, allowing us to offer multiple perspectives. In addition to our professional experience, we have team members who have furthered their commitment to clients by pursuing industry-specific credentials, including the CFA^®, CPA and CTFA. Clients rely on us for measured advice and a rational viewpoint, helping them navigate a range of needs:

• Tax-sensitive investing
• Business succession
• Liquidity-event planning
• Financial planning
• Generational wealth transfer
• Retirement strategy
• Philanthropic services
• Higher education savings

The values we bring to our work

We recognize that client trust is our most precious asset. Here are a few of the ways that we look to earn that honor:

• Transparency. Our investment approach is founded on clarity. "Know what you own" is a fundamental tenet of our market discipline. This consistency allows us to navigate varied market conditions with a steady hand and patient resolve—two qualities that have been rewarded over time.
• Sincerity. The clients who engage our advice nurture important ambitions for themselves, their families, and their communities. We never lose sight of the magnitude of those aspirations. We work hard so that clients gain poise and confidence in the management of their financial affairs. When we witness a client achieve a long-held aim or tell us, "You made a difference," we are delighted to have accompanied them on their path to success.
• Attentiveness. There are some tried-and-true practices in which we believe: Prompt communication, proactive outreach and recurring updates. These practices have a big impact on the people we serve.

A welcoming environment

When clients enter our office, we believe they know how much we care about them. That's very important to us. We've often shared deeply in their lives, touching three generations in some cases. We admire all that our clients have achieved—and look forward to helping them do even more.

From the depth of our preparation to the thoughtfulness of our strategies, we look to put clients at ease, helping them walk a more purposeful path to financial security.

Here are a few of the ways we strive to have a positive, lasting impact on the people whom we advise:

• We prioritize relationships. We begin by asking questions—and our curiosity never lags. To do our work well, we need to develop an intimate understanding of each client, family or institution. Assets and liabilities are part of the conversation, of course, but just as important are clients' concerns, long-term goals and vision of success—as they define it.
• We help people think through their options. Wealth management often provides different ways to advance similar aims—each with its own opportunities and challenges. Our team is well versed in the nuances of these decisions, helping clients establish a hierarchy of priorities to evaluate their decisions relative to their goals.
• We listen with empathy. We share many of the same goals as our clients—creating strong families, supporting our communities and leaving enduring legacies. We believe clients can recognize and appreciate our deep desire to bring our best efforts to their situations, helping them craft fulfilling lives.