Blackshire Wealth Management was built, in part, around the financial planning needs of SAP employees. Henry Supinski spent six years at SAP, rising to VP of Customer Success. He understands the compensation structure, the equity plans, and the career dynamics. That context produces better financial advice for every SAP client.
A complete financial plan for an SAP employee connects your equity compensation to your tax strategy, your retirement savings to your investment plan, and your short-term cash needs to your long-term wealth goals. It is not a single transaction or a one-time product recommendation. It is an ongoing plan that adapts as your compensation, your career, and your life circumstances evolve.
For most SAP clients, the plan covers: annual tax projections, RSU withholding strategy, equity diversification, retirement account optimization, insurance review, estate planning basics, and income planning for potential future transitions.
Fee-only means we are paid only by our clients, never by commissions or product sales. Fiduciary means we are legally required to act in your interest, not ours. And the former SAP context means Henry has lived the compensation structure, the career decisions, and the equity complexity that our clients are managing. That combination produces advice that is genuinely aligned with your goals and grounded in real expertise.
Our office is in West Chester, PA, about 15 minutes from SAP's North American headquarters. We work with SAP employees throughout the Delaware Valley and virtually across the country. See our full SAP employee planning page →
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
The most valuable things a financial advisor provides for SAP employees are: catching withholding gaps before they become tax bills, building a multi-year equity diversification strategy, modeling income across RSU vesting and bonus cycles, and identifying planning opportunities like Roth conversions, donor-advised fund contributions, and tax-loss harvesting that are easy to miss without a proactive annual review.
If your equity compensation is a meaningful portion of your total pay, if you have SAP stock concentration you have been meaning to address, if you have gotten a surprise tax bill from insufficient RSU withholding, or if you do not have a clear picture of how your equity, your retirement accounts, and your investments are working together, a financial advisor can provide significant value.
Fee-only means the advisor is paid only by the client, never by commissions from financial products. This eliminates the conflict of interest that exists when an advisor earns more money by recommending a specific insurance policy, annuity, or investment fund. A fee-only fiduciary advisor's only incentive is to give you the best advice possible.
Most clients meet with us one to two times per year for a comprehensive review and update, with additional check-ins around significant events like RSU vest dates, job transitions, or major financial decisions. We are accessible between scheduled meetings for questions that come up in the flow of a busy work year.
We are fee-only and fiduciary. We are paid only by our clients through an advisory fee, never by commissions on any product or transaction. Our only incentive is to give you the best financial advice possible.