Spencer StrahanSpencer StrahanManaging DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Spencer
Spencer Strahan is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a partner within The Leaverton Strahan Team, Spencer offers the wisdom and perspective he has gained from guiding accomplished families, businesses, and nonprofit organizations for more than four decades, helping them deploy their wealth with greater insight and effectiveness. He points to a consistent process that grounds his efforts, allowing him to support clients in pursuing meaningful goals through a disciplined approach.
A natural relationship builder, Spencer cares very deeply about the clients he serves, many of whom have become good friends. He looks to help clients pursue sound decisions through balanced advice that avoids market fads or chasing the next new trend. Instead, Spencer offers investment counsel founded on clarity. "Know what you own" is a fundamental tenet of his approach. This transparency, he believes, has helped clients adhere to sound principles of investing designed to advance long-term growth.
Eager to share his knowledge with others, Spencer takes pride in enhancing clients' financial ease, educating the next generation about best practices for responsible stewardship that can facilitate their success. He is proud to have had a significant impact on clients and their loved ones, allowing them to enjoy greater confidence in creating the lives and legacies they envision. "You made a difference" are words that are a touchstone for Spencer, proud of the caliber of clients he has served.
Clients from varied paths have engaged Spencer's assistance, including high-net-worth individuals, families, trusts, foundations, businesses and ERISA Plans, including defined contribution and defined benefit plans. Prior to moving to J.P. Morgan Wealth Management with his team in 2023, he was a Managing Director and Wealth Manager with First Republic Investment Management. Earlier, Spencer spent 33 years at Merrill Lynch, where he was a Senior Vice President, Investments. He earned his B.A. in Business and Economics from the University of Puget Sound.
Spencer and his wife, Joanne, have two adult daughters and four grandchildren who make them very proud. In his free hours, he enjoys playing golf and skiing.
Insights
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read Now
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Debunking the “Sell America” trade: Why Europe’s move could fall short
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Making the transition to retirement
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New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
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January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read Now
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowFiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now