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"A Goal Without a Plan Is Just a Wish"
-Antoine de Saint-Exupery

   

  • Fiduciary Standard

    We are independent and work in your best interests at all times – not Wall Street’s.

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  • Fee Only

    We are compensated for advising you and are focused solely on your success. There are no conflicts of interest.

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  • Experience

    With over 30 years’ professional experience, we have the knowledge and perspective to help you find the right solution for your needs.

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  • Integrity

    We are uncompromising in our commitment to a higher standard of professional conduct and a strict code of ethics.

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You deserve a financial advisor who always puts your interests first, is objective, and doesn't depend on the product they sell for compensation. We are committed to helping families, individuals and small businesses gain and stay in control of their individual situation. William Suplee, president and founder of Structured Asset Management, Inc., is a fee-only Registered Investment Advisor and financial planner, located in Berwyn, PA serving clients in the western main line and greater Philadelphia area.  His firm provides customized solutions designed to help you achieve your financial goals. Gain peace of mind and contact us for a complimentary, no obligation "get acquainted meeting" to begin planning now!

 

 

Financial Planning

Our planning process results in an organized, comprehensive view of your goals and a clear actionable plan for how to reach them.  We then monitor your plan to make sure that you stay on track and make any needed adjustments.

 

Portfolio Management

Portfolio management begins with a clearly written investment policy statement specifically designed to address your individual situation and objectives. Our strategies use highly cost effective, institutional quality investments.

 

Retirement Plan Services

As a plan sponsor, you have a fiduciary duty to ensure that your plan is efficient and cost effective when benchmarked against similar plans.  Our process does this for you while maximizing plan benefits and minimizing your liability. Download our Plan Sponsor Guide to 401k Plans to find out more!

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Latest Blog Posts

Sep 15, 2017 by Structured Asset Management, Inc.

Equifax recently announced a massive data security breach, exposing personal identification information on as many as 143 million Americans. They have set up a website (equifaxsecurity2017.com) where you can check to see if you've been affected and enroll in one free year of credit monitoring and identity theft protection.

What other steps can I take?

It is always a good idea to monitor your own personal information and be...

Sep 08, 2017 by Structured Asset Management, Inc.

Regardless of your planning method or process, it would be a mistake to succumb to standard formulas or a generalized approach to retirement planning.  Right now, your retirement vision is based on your specific needs, wants, attitudes and beliefs, and it will undoubtedly change as your outlook and priorities change, but you should always base your income needs on realistic assumptions. Years before your planned retirement, it is a good idea to follow the steps outlined below...

Sep 05, 2017 by Structured Asset Management, Inc.

For many years, financial planners had general rules of thumb for determining the amount of income retirees will need, the most popular being the “70 percent rule” which suggests that retirees will need to replace just 70 percent of their pre-retirement income to provide for their living needs in retirement.  That may have been an effective guideline a few decades ago when the rule was established; however, for many retirees, relying upon it today may be the best idea. It...

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