APPOINTMENT WITH RON
(Ron is located on the South and West side of Grand Rapids)


APPOINTMENT WITH JEFF
(Jeff is located on the North and East side of Grand Rapids)


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 – September 12, 2017

WASHINGTON NEWS Prepare for Hurricane Irma Thousands of Florida and Georgia residents are preparing for Hurricane Irma. At publication time, the category four hurricane is expected to cause widespread damage in both states. In IR 2017-145, the Service offered tips for September’s National Preparedness Month. The IRS and Federal Emergency Management Agency (FEMA) urge all […]

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When Will the Bull Market End?

When Will the Bull Market End?   http://www.kiplinger.com/article/investing/T038-C008-S003-when-will-the-bull-market-end.html   By Anne Kates Smith, Senior Editor, June 26, 2017 As the second-longest bull market in history makes its way into its ninth year, many investors are understandably asking: When will it end? We’d all be rich if there was a foolproof way to figure that out. […]

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