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

(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

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 – December – Week 2 – 2010

Tax Act Debate Opens in Senate On December 9, 2010, Senate Majority Leader Harry Reid (D-NV) introduced The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010. Sen. Reid stated, “This bill is not perfect, but it provides the economic boost middle-class families and small businesses in Nevada and across America need. Middle-class […]

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Financial Issues for Long-Distance Caregivers

Financial Issues for Long-Distance Caregivers As older friends and relatives increasingly need our help, it’s not always possible for us to move back to personally oversee their care. The same goes for younger loved ones who face sudden illness or injury that robs them of their ability to care for themselves. How can we best […]

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Washington Hotline – November – Week 5 – 2010

President Pardons Turkeys A Thanksgiving tradition since the days of President Harry Truman is that two turkeys receive a Presidential pardon. Two California-born turkeys named Apple and Cider were at the White House this week to receive the official Presidential pardon. The turkeys were 21 weeks old and the names Apple and Cider were selected […]

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