APPOINTMENT WITH RON



For meetings: We can meet you at the office in Grandville, any location in a part of town that works well for you, video call or phone call.


Advanced Asset Management

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Helping You Develop Wealthy Habits and Make the Most of your Financial Potential

Our mission is to help you Plan for your goals, Manage your resources and Maximize your financial potential. We work for you and offer comprehensive services to help you make better financial decisions. With Advanced Asset Management, YOU get to choose how you want to work with a financial advisor. Because Ron VanSurksum and Jeff Belmonte are fee-only advisors, most conflicts of interest are removed from the advisory process.

Learn more about how Advanced Asset Management works for you. Call us today to schedule a no-obligation meeting to explore how we can serve you: (616) 531.5220 Sign up to get our AAM Newsletter subscription.  We work with clients in the Greater Grand Rapids area and throughout the United States.

Washington Hotline – May 15, 2018

WASHINGTON NEWS Tax Scams Go International In IR-2018-119, the Service warned international taxpayers about a new tax scam. Fraudsters may send a letter requesting completion of Form W-8BEN, Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting. Many U.S. citizens are employed overseas. They may qualify for the Foreign Earned […]

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Washington Hotline – May 8, 2018

WASHINGTON NEWS IRS Highlights National Small Business Week In IR-2018-109, the Service highlighted various resources that may benefit small business owners. These include online tax help, protection against identity theft and the home office deduction. Online Services – The IRS website offers multiple options for small business owners. The “Sharing Economy Tax Center” and a video […]

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