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 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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The week at AAM

I was on vacation for the most part this week, However I did have a couple of appointments while on vacation an I signed up a new client! Now I can write off trips up to Petosky. The market was pretty up and down this week and ended up fairly flat. The S&P 500 was […]

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The Week at AAM

It was a busy week at AAM this week. I had many client meetings around taxes and we are preparing to move to our new office location by March 1st. On the tax front I am up to 53 tax returns worked on or received so far this year. It’s a busy pace so far […]

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