APPOINTMENT WITH RON



For meetings: I prefer to meet with you at my office in Grandville or we can do a video call or phone call.  I will meet with you at your home or other location upon request.


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.

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The Year of the Pig

  Facts & Figures to Help You Build Wealth   2019: The Year of the Pig        Should you put more money               into IRA accounts this year?   In 2019 . . . February’s two-week Chinese New Year celebration ushers in the Year of the Pig. According to Asian culture, anyone born under the sign […]

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Washington Hotline – February 12, 2019

WASHINGTON NEWS IRS Cautions – Avoid “Ghost” Tax Preparers As taxpayers gather their W-2s, Forms 1099, charitable gift receipts and other financial information, tax filing season is now in full gear. In IR-2019-9, the IRS cautioned taxpayers not to use tax preparers who refuse to sign the taxpayer’s return. These individuals are called “ghost” preparers, […]

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