In today’s fast-paced and ever-evolving business landscape, entrepreneurs require a trusted partner to help them navigate the complexities of several areas of their personal and business financial lives. Ascent Wealth Strategies is a wealth management firm building a reputation for delivering sophisticated financial solutions to discerning business owners. Ascent Wealth’s expertise spans a wide range of areas, including revenue protection and advanced tax planning, corporate structuring, succession planning, advanced estate planning, asset protection, key person agreements, wealth management, and advanced life insurance strategies. It helps entrepreneurs navigate the complexities of business and personal wealth management, ensuring their businesses become tax-efficient, are structured correctly, can exit with the desired business valuation, and are fully asset-protected. In short, ensuring business is positioned correctly to remain financially stable and secure, now and in the future. Ascent Wealth Strategies prides itself on its ability to deliver sophisticated financial solutions that cater to the unique needs of entrepreneurs.
The Story and Birth of Ascent Wealth Strategies
Boris Desancic, the founder of Ascent Wealth Strategies, is a visionary leader who has been making waves in the industry for over three decades. With a wealth of experience under his belt, Desancic has the mission to give a comprehensive and connected approach to business planning and wealth management for successful business owners. Desancic’s journey began when he realized that business owners often struggle to get the correct advice from multiple advisors, such as attorneys, CPAs, and financial advisors. He saw an opportunity to create a firm that could connect the dots for these entrepreneurs, providing them with a consultant who could be their sounding board in multiple areas of their business and personal lives. This vision led him to establish Ascent Wealth Strategies, a business consulting and wealth management firm specializing in advanced business planning for higher revenue-earning businesses.
Areas of expertise of Ascent Wealth Strategies
Ascent Wealth Strategies provides specialized services for business owners, including tax planning, succession planning, business transition planning, and legacy planning. The company works closely with business owners to develop strategies that will help them become tax
efficient, maximize the value of their business, and protect their assets. It also plans for a smooth transition when the time comes to exit the business and provides a proper structure for the owners’ legacy. In addition to business consulting services, Ascent Wealth Strategies
offers tax planning services to help clients minimize their tax liability and maximize their financial efficiency. The company prides itself on providing personalized, attentive service to all clients and building long-term relationships based on trust and integrity. The company’s team of experienced wealth advisors and business consultants dedicate themselves to helping clients navigate the complexities of their financial lives and make informed decisions even in the most complex areas.
The Planning Opportunity Memorandum
At the core of Desancic and Ascent’s approach is a deep understanding that every client is unique, with their distinct financial situations and concerns. Rather than taking a one-size-fits-all approach, he takes the time to thoroughly understand each client’s business, circumstances, and priorities. This personalized approach allows him to craft a comprehensive recommendation document called the Planning and Opportunities Memorandum. It is a document that most clients use as a blueprint for their future decisions. The Planning and Opportunities Memorandum helps successful entrepreneurs and business professionals craft bespoke strategies for wealth preservation, tax optimization, asset protection and legacy planning, operational structures, exit planning, investment growth, and risk management. Its expertise ensures effective solutions for myriad business owners’ concerns while aligning strategies with the client’s long-term vision for both the business and personal estate.
His meticulous approach also enables him to identify potential issues early on, allowing him to address them proactively before they become major problems. By developing strategies to mitigate risks and maximize opportunities, he helps clients navigate even the most complex financial landscapes with ease. Whether it’s handling advanced tax issues, planning for the business exit, or protecting the client’s legacy, Desancic’s expertise and guidance allow clients to have one firm that can act as a concierge advisor and connect all the dots in one place. It is exactly what he attributes to the firm’s exceptional growth across the country and in many business sectors across the economic landscape.
Customized Solutions for Each Client
Staying Ahead of the Curve
Ascent Wealth Strategies understands the importance of staying ahead in technology and regulations to provide the best possible service to its clients. By collaborating with other firms and experts in the industry, they stay informed about the latest trends and best practices. This approach ensures that they are always at the forefront of innovation. This commitment to staying ahead of the curve allows Ascent Wealth Strategies to adapt quickly to changes in the industry and provide their clients with the most up-to-date and effective tax, legacy protections, and wealth management strategies.
The Power of Video Conferencing Technology
Wide acceptance of video conferencing in the past few years has enabled Ascent Wealth Strategies to provide a more personalized and convenient experience for their clients across the entire United States. With the ability to conduct virtual meetings, clients can easily connect with the firm’s wealth advisors and partners from anywhere in the country, saving time and eliminating the need for travel. The use of video conferencing technology has also enhanced communication and collaboration within the company itself. With the ability to easily connect with team members in offices in different parts of the country and share information in real-time, Ascent Wealth Strategies has been able to streamline its internal processes and improve overall efficiency. Furthermore, video conferencing has allowed Ascent Wealth Strategies to expand its client base and attract new businesses. By offering virtual consultations and meetings, the company connects with individuals and businesses in locations all across the United States, ultimately increasing their reach and growing their customer base.
A Legacy of Excellence
Desancic’s commitment to excellence is evident in everything he does. He has been recognized as one of the top wealth advisors in the country by publications such as Forbes and Financial Advisor Magazine. His expertise features in several industry publications.
A Look into the Future
As Ascent Wealth Strategies continues to grow and evolve, Desancic remains committed to his core values of excellence, integrity, and client-centricity. He believes that by continuing to focus on these core values, he can continue to build strong relationships with his clients and provide them with a place where they can fully take advantage of their sophisticated financial expertise.
In terms of future plans for Ascent Wealth Strategies, Desancic sees opportunities for expansion into new markets and continued growth through strategic partnerships. He also plans to continue investing in technology to stay ahead of the curve in terms of innovation. Further, he plans a more robust social media outreach of publicly available blogs and podcasts that will help other business owners get acquainted with the numerous sophisticated solutions to their concerns.
Ascent Wealth Strategies’ success is a testament to Desancic’s vision and leadership. By providing comprehensive business and wealth management services, he has built a loyal client base that trusts him implicitly. As he looks to the future, it is clear that Desancic will continue to be a driving force in the industry, shaping the future of business consulting and wealth management through his innovative approach and commitment to excellence.
Ascent Wealth Strategies provides strategies for financial estate and tax planning. These strategies do not constitute tax or legal advice. Consult legal or tax professionals for specific information regarding your situation. The Clear Creek Financial Management, LLC dba Ascent Wealth Strategies is a Registered Investment Advisor. This case study is solely for informational purposes.
Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempted from licensure. Past performance is not a guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a service agreement is in place.
Boris Desancic – Founder
Boris Desancic’s journey to success in the United States is a testament to his resilience and determination. Fleeing the civil war in Serbia at a young age, he arrived in the US with nothing but a dream for a better future. Despite facing numerous challenges and obstacles along the way, he worked tirelessly to earn degrees in finance and international business, laying the foundation for his successful career as a business consultant and wealth manager.
Over the course of 31 years, Boris has built a reputation as a trusted and knowledgeable financial professional, helping clients navigate the complexities of wealth management. His dedication to his clients and commitment to excellence have earned him recognition as one of the Top 100 Financial Professionals of 2021.
Boris is the founder of Ascent Wealth Strategies, a firm dedicated to providing sophisticated business planning and wealth management solutions to successful businesses and their owners. Through his leadership and expertise, Boris continues to make an innovative and positive impact on his clients as well as the industry as a whole.
