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.

WASHINGTON HOTLINE

WASHINGTON HOTLINE Tax Extenders Bill Delayed Until June Senate Majority Leader Harry Reid (D-NV) has deferred a vote on the “tax extenders” bill until the Senate returns from its Memorial Day recess on June 7, 2010. He indicated this week that there is continuing debate about the tax provisions in the American Jobs and Closing […]

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AAM Weekly Wrap May 28 2010

Weekly Market Wrap: More volatility this week ending with the S&P gaining a fraction at 1,089.  Continued problems in Greece and a lower than expected consumer spending figure seemed to drive the market this week.  Gold, Oil and the Dollar were all up on the week.  Gold was up 3% to $1,214 per oz, Oil […]

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WASHINGTON HOTLINE

WASHINGTON HOTLINE Agreement on IRA Rollover and Tax Extenders After months of negotiation, Senate Finance Committee Chair Max Baucus (D-MT) and House Ways and Means Committee Chair Sander Levin (D-MI) have announced an agreement. The House and Senate both previously passed bills that would extend over 40 tax provisions, including the IRA Charitable Rollover. Because […]

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Washington Hotline

WASHINGTON HOTLINE Oil Company Tax Increase to Clean Up Gulf Oil Spill The oil spill from the Deepwater Horizon rig in the Gulf of Mexico continues to put the Gulf Coast economy at risk. As a result, President Obama this week sent a letter to Speaker Nancy Pelosi (D-CA) and proposed an increase in the […]

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