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

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.

Social Security Tips – July 2018

Social Security’s Online Retirement Planner is the place to go for you and your clients when you need details on the changes to the claiming strategies from the Bipartisan Budget Act of 2015. “Closure of Unintended Loopholes” is the title of the section of the law that made several changes to basically close two complex […]

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Washington Hotline – July 24, 2018

WASHINGTON NEWS IRS Promotes “Security Six” Computer Safeguards In IR-2018-150, as part of an ongoing effort to increase safety of computer data, the Service published the “Security Six.” The publication provides six ways to protect your data. While these six security measures are aimed toward tax professionals, everyone can benefit from the IRS computer security […]

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Washington Hotline – July 17, 2018

WASHINGTON NEWS IRS Summertime Tax Tips In IR 2018-149, the Service highlighted tax tips for the summer season. While most taxpayers are understandably thinking about barbeques and summer vacations, the IRS offered seven summertime suggestions that may affect taxpayers. Summer Jobs – Many students and younger individuals work during the summer. They may not have earned […]

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