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Advanced Asset Management

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 – October 11, 2016

WASHINGTON NEWS Protecting Your Tax Records from Hurricane Matthew As Hurricane Matthew pummels eastern Florida, Georgia and South Carolina, the IRS published IR-2016-128 to show you how to protect tax records. Emergency Plans — Both individuals and businesses should have an emergency plan. Many persons and businesses in the direct path of Hurricane Matthew have […]

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