Blackshire Wealth Management serves professionals and families across Newtown Square, Broomall, and Edgmont. Our founder spent a decade at SAP, and our office is 20 minutes away in West Chester.
Newtown Square is SAP America's home. Our founder, Henry Supinski, spent a decade in the tech industry and served as a Vice President at SAP before returning to financial planning. He has sat in the plan reviews, watched the RSU vests hit, navigated the reorgs, and read the severance packages. That experience is now the foundation of the region's deepest planning library for SAP employees.
Blackshire is fee-only and fiduciary. No commissions, no products, no quotas. Just coordinated advice from someone who understands your compensation from the inside.
SAP compensation is its own discipline: RSU vesting schedules and the under-withholding trap, ESPP participation, deferred compensation elections, concentrated SAP stock, and the decisions that come with leaving the company, whether by choice, severance, or retirement package.
We maintain more than twenty dedicated SAP planning guides, from 401(k) strategy to director and VP-level planning. Start with the hub page for SAP employees.
The town's professional base runs well beyond one campus: executives and owners around Ellis Preserve, healthcare leaders, attorneys, and families along the Route 3 and 252 corridors. The common thread is equity-heavy compensation, real tax complexity, and too little time. We coordinate investments, year-round tax strategy, retirement income, education funding, and estate alignment in one plan.
Pennsylvania's flat 3.07% income tax looks simple until the details matter: local earned income taxes, the state's unusually generous treatment of retirement income (most 401(k), IRA, and pension distributions are exempt after retirement age, and Social Security is never taxed), and an inheritance tax of 4.5% to 15% that catches families who assumed the estate exemption at the federal level meant they were done planning. We build plans that use the exemptions deliberately and position around the inheritance tax rather than discovering it at settlement.
Professionals, executives, and retirees across Newtown Square, Broomall, Edgmont, and the surrounding townships, plus our neighbors in West Chester, on the Main Line, and in Malvern. Most of our clients are in the $500K to $5M+ investable asset range.
Blackshire Wealth Management was founded by Henry Supinski, a former SAP Vice President. He is supported by Ron Madey (CFA, Chief Investment Officer), Ken Kideckel (CFA, CFP®, Head of Portfolio Management), and a dedicated compliance and marketing team.
Yes, more than any firm in the region. Our founder was a Vice President at SAP, and we maintain a library of more than twenty SAP-specific planning guides covering RSUs, ESPP, deferred compensation, severance, and retirement packages. Start at our SAP employees hub.
About 20 minutes. We are at 1065 Andrew Drive in West Chester, an easy run down Route 3. Many clients alternate between in-person meetings and virtual reviews.
Yes, and quickly. Severance decisions have deadlines, and choices about deferred compensation, unvested RSUs, healthcare continuation, and 401(k) rollovers interact with each other. See our SAP severance guide, then book a call.
We are paid only by our clients through an advisory fee. No commissions, no product sales, no referral fees. It removes the biggest conflict of interest in financial advice, and it means our recommendation is the same whether or not you follow it.
Not at all. SAP is a specialty, but our Newtown Square clients include executives, business owners, physicians, attorneys, and retirees. The common thread is complexity, not employer.
Your first call is 30 minutes. No obligation, no sales pitch. Just an honest conversation about where you are and where you want to be.
Schedule an Intro CallOr call us at (302) 203-9634 · info@blackshirewealth.com · Send a message