Jeff Belmonte
CFP®
SummitView Advisors
Co-Founder/Advisor
Jeff Belmonte
CFP®
SummitView Advisors
Co-Founder/Advisor
As a fee-only financial planner, my focus is to plan with you to make the most of your investments while I manage the complex side of your financial world. - Jeff Belmonte, CFP®
Fee-Only financial planner with offices in Grand Rapids and Kalamazoo, MI
Jeff Belmonte is a Grand Rapids, MI fee-only financial planner. SummitView Advisors provides comprehensive financial planning, investment management, and business planning to help busy professionals and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeff Belmonte is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jeff Belmonte co-founded SummitView Advisors to create an independent, client-focused firm structured around thoughtful planning, extraordinary service, and deep relationships. He specializes in helping people plan for and thrive through transitions such as entering retirement, selling a business or planning for future generations. Through careful financial planning and customized portfolio management, Jeff helps clients reach their goals while living life well and with great purpose. Jeff is based out of Grand Rapids, MI. He works with clients across Michigan and virtually throughout the country.
Jeff has worked in financial services and investment management for over 15 years. Previously, he coached at the highest levels of collegiate athletics for more than a decade. Jeff has always had a coaching and pioneering spirit. He has completed several certifications and trainings focused on leadership development. Jeff is a CERTIFIED FINANCIAL PLANNER™ practitioner and has a BA from Aquinas College with dual majors in Economics and Business Administration
Jeff is on the board of Grace Explorations. He lives in the Grand Rapids area with his wife Jen, who is a licensed counselor, and their two boys. In his free time, you will find Jeff enjoying the outdoors whether it be making fresh tracks on the ski slopes, hunting for deer in northern Michigan or working on his golf swing.
Jeff Belmonte is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
SummitView Advisors provides finanical planning and investment management services to help you arrive at the life you want.
SummitView Advisors is an independent, fee-only wealth management firm that provides financial planning and investment management services for individuals and families. Our clients are focused on the decision making process and their investment management needs as retirement, job change or the sale of a business approaches. We act as fiduciaries for our clients, meaning we are obligated to put their best interests first. As a fee-only advisory firm, we do not receive any commissions or kickbacks and are only compensated through the fee paid to us by our clients. We believe this approach aligns us best with our clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jeff Belmonte is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jeff Belmonte is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Jeff Belmonte
Office Locations:
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975 Spaulding SE
Suite B
Ada, MI 49301 -
7950 Moorsbridge Road
Suite 200
Portage, MI 49024
