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.

Weekly AAM Wrap 3 10 2010

Weekly Market Wrap : A quiet week of financial news led to the eight consecutive positive week for the S&P 500.  The S&P 500 finished at 1,194 up about 1.4% on the week.  Oil and The Dollar were both flat.  The dollar finished at $80.94 against other major work currencies, Oil finished at $84.92 per […]

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Tax Freedom Day is April 9

      April 5, 2010          WASHINGTON HOTLINE Tax Freedom Day is April 9 Tax Quote of the Week Q. I understand that Congress is considering a so-called “flat” tax system. How would this work? A. If Congress were to pass a “flat” tax, you’d simply pay a fixed percentage of your […]

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Weekly Market Review

The stock markets continued to climb this week as most of the economic news continued to show improvement.  The S&P 500 finished the week up 0.6% closing at 1,167.  Gold ended the week pretty much flat again at $1,107.50 per oz.  Oil was slightly down closing at $80,14 per barrel or 0.6%.  The dollar ended the […]

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