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.

The Need for Financial Planning for Special-Needs Kids

There are many types of financial worries, but probably none as relentless as the costs of treating and supporting a special needs child. A 2008 MassMutual/Easter Seals study focusing on autism spectrum disorders (ASD),  a range of conditions that can lead to problems with socialization, communication and behavior, discovered the following: Nearly three-fourths of parents […]

Continue Reading

5 Stock Market Changers this Week

Consumer pulse: Retail sales figures come out Tuesday pre-market (8:30 a.m.) and the closely watched Michigan Consumer Sentiment Index is released Friday morning (9:55 a.m.). A declining consumer sentiment figure is considered an early signal of a coming downturn in the economy. Inflation/deflation watch: How much we might be paying for things in the future […]

Continue Reading

5 Stock Market Changers This Week

Holiday week: U.S. markets are closed Monday (Labor Day). Experts note that the short week that follows is normally bullish in an otherwise bearish month. Fed view: The so-called “beige book” — the Federal Reserve’s current assessment of the economy based on anecdotal reports from its 12 branches around the country — will be pored […]

Continue Reading

AAM Weekly Wrap Sept 4 2010

September 4, 2010 Weekly Market Wrap:  The stock market rallied this week as better than expected numbers for job growth and manufacturing growth pushed the index higher.  The S&P 500 was up a solid 3.8% to 1,104.  Gold was also higher finishing at $1,247 per oz. up almost 1%.  Oil and The Dollar were lower […]

Continue Reading