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

   

Our Team

William Z. Suplee, IV

President and Founder

William Z. Suplee IV, CFA, CFP®, ChFC®, CASL, AIF, MBA, is President and founder of Structured Asset Management, Inc., a financial planning and registered investment advisory firm located in Berwyn, Pennsylvania.

Bill earned his bachelor's degree (Finance) from Ursinus College and his Master's of Business Administration (Finance) from St. Joseph's University in Philadelphia. He is a Chartered Financial Analyst® (CFA®) charterholder and a member of the CFA Institute as well as the CFA Society of Philadelphia (FAPHL). He is a Certified Financial Planner (CFP®) Certificant and member of the Financial Planning Association (FPA) and is the past President of the Philadelphia Tri-State Area Chapter of the Financial Planning Association (FPA – PTSA)  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®) 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 twenty 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.

Bill lives with his wife Mary and their daughter Juliana in Valley Forge, Pennsylvania.

Thomas L. Walker

Financial Planner and Investment Advisor

Thomas L. Walker, CFP®, ChFC®, MBA, is a financial planner and investment advisor at Structured Asset Management, a Financial Planning and Registered Investment Advisory firm located in Berwyn, Pennsylvania. He specializes in providing investment advice and planning services on a Fee-only basis. Tom provides both limited and comprehensive planning advice.

Tom earned his Bachelor of Science and Masters of Business Administration (Finance) degrees from The Pennsylvania State University in State College, Pennsylvania. He is a Certified Financial Planner (CFP®) Certificant and member of the Financial Planning Association (FPA). Tom also holds the Chartered Financial Consultant (ChFC®) designation from the American College.  Tom is a member of the National Association of Personal Financial Advisors (NAPFA®) as well as the Garrett Planning Network®.

Tom began his career with ARAMARK Corporation, where he served as both General Manager and Vice President. During his business career, he had bottom line responsibilities for the growth and profitability of numerous ARAMARK business units throughout the Northeast United States. During Tom’s tenure as a business executive, he developed in-depth skills in corporate strategic and budget planning, which he now applies to the discipline of personal financial planning. Tom has developed keen insights into the personal finance needs of business professionals, which he applies as a Financial Planner. Prior to joining Structured Asset Management, Inc. in 2011, Tom was an Investment Advisor at Millennium Wealth Advisors, Inc., Malvern, PA.

Tom lives with his wife Debbie in Malvern, Pennsylvania.

Latest Blog Posts

Jun 28, 2017 by Structured Asset Management, Inc.

I am glad to see the new requirement for investment advisors dealing with 401(k) plans take effect. Now advisors have to acknowledge their fiduciary status in writing and subscribe to an impartial standard of conduct. The big keys are that under these new standards, these advisors must:

  • Give advice in the clients' best interest
  • Charge reasonable compensation
  • Disclose conflicts of interest
  • Disclose the fees so they can be understood
  • Make...
Jun 26, 2017 by Structured Asset Management, Inc.

The new rule going into effect with the Department of Labor (DOL) fiduciary rule gives brokers and insurance agents till January 1, 2018 to come into compliance with the rules we have been following for decades.

This is huge news for 401(k) plan participants. Now advisors will have to consider the fees, the benefits and the services provided before they recommend a rollover from a corporate plan to an IRA. Imagine that, a rule that makes these people have to actually work in someone...

Jun 22, 2017 by Structured Asset Management, Inc.

Good news for 401(K) plan sponsors and participants! Under the new Fiduciary Standard of Care rule, all advisors that give investment advice to 401(k) sponsors and their employees (participants) now have to comply with the ERISA standard for fiduciary care.

Before this happened, only advisors who, like us, were subject to the Investment Advisors Act of 1940 were held to the fiduciary standard. Others had what's called the suitability standard. Brokers and insurance...

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