William Suplee

Background

About William Suplee

I am a financial planner helping families and individuals secure a better future. I have found that most people have similar concerns they want help with. I help them make good decisions about their wealth, find ways to help those that matter to them, make sure their assets are protected, and provide plans that allow spending for their lifestyles, while minimizing taxes as much as possible. After a career as a professional trader on the Philadelphia Stock Exchange, I founded Structured Asset Management, Inc. in 2004 and wanted my firm to be the opposite of the typical financial product sales model. I act as a fiduciary to my clients and give independent, objective advice tailored to their specific needs on a fee only basis. I use a consultative approach to gain a deep understanding of what our clients feel is important to them. This allows for a customized plan that addresses each client's unique needs and goals, reaching far beyond simply investments. I have been successful working with individuals and families to develop comprehensive wealth management plans that help them reach their goals. We also have developed efficient tax management strategies to maximize returns. Managing taxes while saving for and taking distributions in retirement is one of the most complex current investment problems. I have given many clients peace of mind in today's uncertain political, economic and social environment. I am a member of the Financial Planning Association (FPA), and the National Association of Professional Financial Advisors (NAPFA). I am also a member of the CFA Institute and the CFA Society of Philadelphia. I am a past President of the Philadelphia Tri-State Chapter of the Financial Planning Association. Outside of work I love spending time with my family and friends. I enjoy flyfishing, reading, and community events, music and many outdoor activities. I am also interested in almost anything mechanical.