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William Suplee

Personal Finance, Retirement, Investing
“William Suplee, President and Founder of Structured Asset Management, Inc., is committed to helping families, individuals and small businesses gain and stay in control of their individual situation.”

Structured Asset Management, Inc.

Job Title:



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.


BS, Finance, Ursinus College
MBA, Finance, St. Joseph's University

Assets Under Management:

$78 million

Fee Structure:


CRD Number:


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    Pensions, Social Security
Are pension payments considered income?
86% of people found this answer helpful

Most pensions payments are income for federal tax purposes. If you only have Social Security, it probably won't be taxable, but when you add pensions and IRA distributions you lose some of the tax advantage and the Social Security becomes taxable up to a maximum of 85%. Pension payments may or may not be considered income on a State level and this varies greatly with some excluding it, some including it, and some taxing a portion of it.

October 2016
Can I roll my SEP IRA into a Traditional IRA or should I convert to a Roth?
81% of people found this answer helpful
October 2016
    IRAs, Taxes
What are the tax implications of moving a portion of an IRA to open a new IRA with a different firm?
40% of people found this answer helpful
October 2016
    Career / Compensation, Stocks
If a stock is worth more than when I bought it, how can I lose money?
33% of people found this answer helpful
November 2016
    Career / Compensation, Stocks
What does a negative P/E Ratio entail?
33% of people found this answer helpful
November 2016