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.

The Need for Financial Planning for Special-Needs Kids

There are many types of financial worries, but probably none as relentless as the costs of treating and supporting a special needs child. A 2008 MassMutual/Easter Seals study focusing on autism spectrum disorders (ASD),  a range of conditions that can lead to problems with socialization, communication and behavior, discovered the following: Nearly three-fourths of parents […]

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5 Stock Market Changers this Week

Consumer pulse: Retail sales figures come out Tuesday pre-market (8:30 a.m.) and the closely watched Michigan Consumer Sentiment Index is released Friday morning (9:55 a.m.). A declining consumer sentiment figure is considered an early signal of a coming downturn in the economy. Inflation/deflation watch: How much we might be paying for things in the future […]

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