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

picstrip
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

WASHINGTON HOTLINE Senate Extenders Compromise on Hedge Fund Taxes The Senate continues to move forward on the American Jobs and Closing Tax Loopholes Act of 2010 (H.R. 4213). Following passage of the bill by the House on May 28, 2010, the Senate has taken up the legislation. The House bill’s principal offset is a tax […]

Continue Reading

A Family Mission Statement Can Help Any Family Manage Assets, Philanthropy and Direction

A Family Mission Statement Can Help Any Family Manage Assets, Philanthropy and Direction A family doesn’t need a surname like Vanderbilt to benefit from a family mission statement.  A mission statement is a collaborative document created by one or more generations of family so standards and goals can be set for the handling of all […]

Continue Reading

WASHINGTON HOTLINE

WASHINGTON HOTLINE Senate Promises To Amend Tax Extenders Bill On May 28, 2010, the House passed the American Jobs and Closing Tax Loopholes Act of 2010 (H.R. 4213) by a vote of 215-204. The bill now will go to the Senate as it returns to Washington the week of June 7. After passage of the […]

Continue Reading

Feel Like Un-Retiring? How to Prepare

Feel Like Un-Retiring? How to Prepare Last October, the MetLife Mature Market Institute released a study that said the over-55 workforce will account for almost 93 percent of the net increase in the U.S. civilian labor force between 2006 and 2016. At the same time, MetLife reported that many American workers plan to stay on […]

Continue Reading