Boris Desancic

Boris Desancic

Founder & Senior Partner — Ascent Wealth Strategies

From immigrant to industry leader. Over three decades of helping successful business owners navigate complex decisions, protect what they've built, and plan for what comes next.

31 Years of Building & Advising

A career defined by working alongside business owners to solve their most complex challenges.

2020 – PRESENT

Founder & Senior Partner — Ascent Wealth Strategies

Founded Ascent Wealth Strategies as a dba of Clear Creek Financial Management, LLC — a consulting model built specifically for successful business owners who need advanced strategies beyond conventional advice. Built multi-office presence across Coeur d'Alene, Seattle/Redmond, and Fort Lauderdale.

2021

Industry Recognition

Recognized for career achievements, leadership in business strategy, and commitment to advancing the financial planning profession.

2010s

Revenue Protection Program Creator

Developed the Revenue Protection Program — a framework designed specifically for high-profit businesses to safeguard earnings through advanced corporate structuring, entity design, and proactive planning.

2000s

Senior Strategic Advisor & Mentor

Built a reputation working with closely held business owners across construction, manufacturing, professional services, and real estate. Mentored over 100 financial advisors during this period, focusing on advanced planning techniques and client-first models.

1990s

Career Foundation in Financial Services

Entered the financial services industry after completing degrees in finance and international business. Began building the foundation of client relationships and strategic planning expertise that would define the next three decades.

ARRIVED IN THE U.S. AT 17

Immigrant from Former Yugoslavia (Serbia)

Escaped the civil war in the former Yugoslavia and arrived in the United States at age 17, beginning the journey that would lead to a 31-year career as a strategist, mentor, and business consultant.

The Story Behind the Work

Boris Desancic in a consulting session

Boris Desancic's professional journey didn't begin in a boardroom — it began as a 17-year-old immigrant escaping civil war in the former Yugoslavia. Arriving in the United States with little more than determination and a commitment to building a meaningful life, Boris pursued higher education in finance and international business before entering the financial services industry.

What set Boris apart early in his career was a fundamental belief that most business owners don't fail because of bad ideas — they lose ground because their strategies don't evolve as fast as their businesses do. That insight became the foundation for everything he's built since.

Over 31 years, Boris has worked hands-on with closely held business owners across industries — construction, manufacturing, real estate, professional services, and more. His approach has always been relationship-driven and long-term, prioritizing outcomes over transactions.

Today, through Ascent Wealth Strategies (a dba of Clear Creek Financial Management, LLC), Boris and his team serve business owners who are looking for more than a plan — they want a partner who understands the complexity of building, running, and eventually transitioning a successful enterprise.

What Boris Focuses On

Deep specialization in areas that matter most to business owners generating significant revenue.

Revenue Protection

Boris's program helping businesses safeguard earnings through proactive corporate structuring.

Succession & Exit Planning

Helping business owners plan their exit on their own terms — whether to family, partners, or outside buyers.

Estate & Legacy Planning

Multi-generational strategies for preserving what's been built and minimizing the erosion of wealth in transition.

Corporate Structure Design

Entity structuring that optimizes how owners hold, protect, and grow their business interests.

Asset Protection

Strategies designed to shield personal and business assets from unnecessary exposure and liability.

Industry Advisory

Specialized consulting for construction, manufacturing, real estate, and professional services firms.

Recent Writing

Boris and the Ascent team regularly publish insights for business owners navigating complex decisions.

Career Highlights

Industry Recognition

Recognized for career leadership, 2021

100+ Advisors Mentored

Developing the next generation

Multi-Office Presence

WA, ID & FL locations

Connect with Boris

Learn more about Boris's work and the Ascent Wealth Strategies team.

Visit Ascent Wealth Strategies

Important Disclosures

Ascent 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, visit ascentwealthstrategies.com.