For meetings: I prefer to meet with you at my office in Grandville or we can do a video call or phone call.  I will meet with you at your home or other location upon request.

Advanced Asset Management

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.

Essential Financial Planning for Returning or Deploying Military Personnel and their Families

Essential Financial Planning for Returning or Deploying Military Personnel and their Families As the United States goes into its ninth year of military action in Afghanistan and Iraq, financial planning for military personnel and their families has taken on unprecedented importance. Multiple deployments during the longest wartime period of U.S. history has added considerable strain […]

Continue Reading

5 Stock Market Changers this Week – January 24 – 2011

Consumer Confidence: Continued high unemployment pulled The Conference Board’s Consumer Confidence Index down to 52.5 in December from 54.3 in November, tempering growing optimism about the economy’s recovery. Economists are hoping a tax deal reached in Congress before the holiday recess will fuel consumers’ optimism about the recovery. New numbers are due out on Tuesday […]

Continue Reading