Ascent Wealth Strategies
With over 31 years of experience in strategic planning and business consulting, Boris Desancic helps successful business owners protect revenue, plan for the future, and build lasting legacies through advanced strategies.
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Boris Desancic arrived in the United States at the age of 17 as an immigrant, having escaped the civil war in the former Yugoslavia (Serbia). With degrees in finance and international business, he built a distinguished 31-year career as a strategist and business consultant serving successful business owners across the country.
Boris is the creator of the Revenue Protection Program for successful businesses and the Founder of Ascent Wealth Strategies, a consulting model that serves top-tier business owners with advanced strategies beyond conventional advice. His work is guided by a simple philosophy: simplify complexity, protect what matters most, and create strategies that allow clients to focus on building their businesses while preparing for the future.
Over the course of his career, Boris has mentored over 100 advisors and built a reputation for working with closely held business owners who need more than off-the-shelf solutions. His approach combines deep industry knowledge with a hands-on, relationship-driven model that prioritizes long-term outcomes over short-term transactions.
Ascent Wealth Strategies is a dba of Clear Creek Financial Management, LLC, headquartered in Washington State, with offices in Coeur d’Alene, Seattle/Redmond, and Fort Lauderdale.
Advanced strategies for business owners who need more than conventional advice.
A program designed to protect the earnings of successful businesses through advanced structures and proactive planning.
Entity structuring and advanced strategies that optimize how business owners hold, protect, and grow their enterprises.
Wealth transition strategies with foresight, helping families and entrepreneurs preserve what they’ve built for future generations.
Strategies designed to shield personal and business assets from unnecessary risk, lawsuits, and exposure.
Exit strategy crafting for closely held businesses, ensuring owners transition on their terms with maximum value.
High-level business strategy and consulting for owners seeking clarity, direction, and a plan for sustainable growth.
Recognized for career achievements, leadership in business strategy, and commitment to the profession.
Three decades of experience helping business owners navigate complex strategic decisions and build enduring enterprises.
Dedicated to developing the next generation of financial professionals across the industry.
Speaker and contributor featured in The CEO Views and industry financial publications.
Practical insights for business owners looking to protect revenue, optimize their corporate structure, and plan for the future.
If your business generates $2 million or more in annual net profit, you already know that federal taxes are your single largest expense. Most conventional strategies only scratch the surface.
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If you’re clearing seven figures in net profits and working with a competent CPA, it’s reasonable to assume you’re already optimized. In many cases, that assumption is wrong.
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When it comes to real, measurable impact on your tax liability, the Research & Development Tax Credit stands in a category of its own for qualifying businesses.
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In a competitive market where top talent is at a premium, retaining key employees is a crucial aspect of any successful business strategy. Deferred compensation is a powerful tool.
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The upcoming reduction in the estate tax exemption could have a significant impact on the wealth you plan to pass on to future generations. Key strategies to consider now.
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The next 12 months bring exciting opportunities for construction company owners and general contractors, from increased infrastructure investments to a pro-business regulatory environment.
Read on Ascent Wealth StrategiesAscent Wealth Strategies is a dba of Clear Creek Financial Management, LLC. This website is solely for informational purposes and is not a solicitation for services. The information provided is general in nature and should not be considered personalized advice or a recommendation of any kind.
No client relationship is established by visiting this website. For additional information about Ascent Wealth Strategies and Clear Creek Financial Management, LLC, please visit ascentwealthstrategies.com.