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Boris Desancic

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Overview

2 - 9

Employees

2000

Year Founded

ABOUT BORIS DESANCIC

Wealth Advisor

Boris Desancic is the creator of Ascent Wealth Strategies, where he provides guidance to accomplished business owners regarding advanced planning, business organization, and wealth strategy, emphasizing a long-term and actionable approach.

Languages Spoken
English
HIGHLIGHTS

2 - 9

Employees

2000

Year Founded

Services
Focus
Industries
Clients
Services Provided
70% Financial Advisory & Consulting
30% Business Consulting Services

About the Team

OUR STORY
Ascent Wealth Strategies is dedicated to supporting business owners with sophisticated financial solutions that encompass revenue protection, corporate structuring, estate planning, asset protection, wealth management, and advanced life insurance strategies. Founded to guide clients through every facet of their financial journey, we focus on aligning strategies with their unique visions to foster lasting wealth potential. Our mission emphasizes educating clients to make informed decisions grounded in sound financial principles, reflecting their values, family commitment, and community involvement. By collaborating with other professionals, we create tailored approaches that help clients exceed their expectations across all life areas. Alongside delivering exemplary service, we uphold our responsibility as leaders through charitable initiatives, reinforcing our deep commitment to community stewardship.