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.

Financial Issues for Long-Distance Caregivers

Financial Issues for Long-Distance Caregivers As older friends and relatives increasingly need our help, it’s not always possible for us to move back to personally oversee their care. The same goes for younger loved ones who face sudden illness or injury that robs them of their ability to care for themselves. How can we best […]

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Washington Hotline – November – Week 5 – 2010

President Pardons Turkeys A Thanksgiving tradition since the days of President Harry Truman is that two turkeys receive a Presidential pardon. Two California-born turkeys named Apple and Cider were at the White House this week to receive the official Presidential pardon. The turkeys were 21 weeks old and the names Apple and Cider were selected […]

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