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.

Renovating Smart in 2010: Looking for Tax Breaks, Anticipating What Will Bring Value in the Future

Renovating Smart in 2010: Looking for Tax Breaks, Anticipating What Will Bring Value in the Future Though the housing market has yet to stabilize in many communities, homeowners can’t ignore property maintenance and other critical spending that will add to their home value in the future. Yet for most of us, the days of spending […]

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5 Stock Market Changers to Watch This Week (10/17)

Factory output: Is the recovery for real? Critics complain that the bounce earlier in the year was mostly restocking, stimulus, and breaks like the homebuyer tax credit and Cash for Clunkers auto rebates. Industrial production numbers (Monday 9:15 a.m.) could make or break the “green shoots” recovery crowd. Housing starts: Construction faces some serious headwinds […]

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Creating a Personal Disaster Plan for Your Home, Your Loved Ones and Your Finances

Creating a Personal Disaster Plan for Your Home, Your Loved Ones and Your Finances The idea of a personal disaster plan began circulating in the days after the September 11, 2001 attacks. They got a boost after Hurricane Katrina. Yet even when we experience a fortunate break between natural and man-made crises, it’s still a […]

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