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
3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read Now
Introducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read Now
5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
T-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read Now
The agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read Now
Eye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read Now
The SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
A historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Planning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read NowIntroducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read Now5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowT-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read NowThe agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read NowEye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read NowThe SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read NowA historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowPlanning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now