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
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now