William Z. Suplee

William Z. Suplee

| CFA, CFP®, ChFC®, AIF®, CASL®

Structured Asset Management, Inc.

(610) 648-0700

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Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

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1205 Westlakes Drive
Suite 370
Berwyn, PA 19312

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

William Suplee is a Fee-Only Financial Planner and investment manager located in Berwyn, PA serving clients in the western main line and greater Philadelphia area. Structured Asset Management, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. William Suplee is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

William Suplee, President and founder of Structured Asset Management, Inc., is a financial planner and investment manager located in Berwyn, PA serving clients in the western main line and greater Philadelphia area. Bill earned his B.S. in finance from Ursinus College and his MBA from St. Joseph's University in Philadelphia.  He is a Chartered Financial Analyst (R) (CFA (R)) charterholder and a member of the CFA Institute as well as the CFA Society of Philadelphia. He is a Certified Financial Planner (R) certificant and member of the Financial Planning Association and is a past president of the Philadelphia Tri-state Area Chapter of the FPA.  Bill also holds the Chartered Financial Consultant (ChFC) and Chartered Advisor for Senior Living (CASL) designations from the American College.  In addition, Bill holds the Accredited Investment Fiduciary (AIF(R)) mark from the Center for Fiduciary Studies.

Bill has authored numerous investment and financial planning articles for newspapers and other industry periodicals including the Journal of Financial Planning, the Legal Intelligencer, the Main Line Times, the New Jersey Law Journal and the Daily Local.  He has also been interviewed about financial matters on local and regional television as well as for various publications including the New York Times, the Christian Science Monitor, Investment Advisor, Retirement Advisor and the 401(K) Advisor.

Bill is a third generation financial professional dedicated to bringing quality solutions to investors' concerns.  Bill was a member of the Philadelphia Stock Exchange for 20 years and has extensive knowledge of equities, options, risk management, portfolio management and foreign currencies.  Bill has been an adjunct professor of investments at The American College in Bryn Mawr, PA and for the College for Financial Planning.
 

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Structured Asset Management, Inc. is an independent registered investment advisor and fee-only financial planning firm, providing guidance on financial planning and investment management to individuals, families and small businesses.  Our mission is to help you reach your personal financial, philanthropic and legacy goals.  We take the time to listen to you and understand fully who and what is important to you. By doing this, we can help you develop and implement a financial plan and investment strategy that can help you take advantage of the right opportunities.

The firm was founded in 2004 by Bill Suplee after a successful 20+ year career as a stock and option trader.  Having watched both his father and grandfather build longstanding relationships and help countless clients manage their stock and bond portfolios, he gained an appreciation for helping people take advantage of market opportunities.  His passion is sharing the knowledge he has to help others reach their goals.

Structured Asset Management is a fee-only firm which means we do not work on commissions.  Our compensation comes only from advising you. This allows us to remain completely objective and free from conflicts of interest.  We have a fiduciary duty to put your needs first and are structured in such a way that we are able to ensure that this happens.

Strategic partnerships with other third party firms allow us to leverage our expertise and offer expanded services to better serve your needs. As our name suggests, we follow a structured approach to planning and investing that maximizes your opportunities while mitigating risk. We are one of a select group of fee-only advisors with access to the Dimensional Fund Advisors' family of low cost, institutional quality investment vehicles.

We invite you to contact us and schedule a complimentary meeting to discuss how we can help you and begin your financial planning now.

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