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
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September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowStep-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read NowLiquidity is a step Great Wealth Transfer plans can miss
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September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now