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
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowLessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now