Boris Desancic has spent 31 years in the trenches with business owners — and devoted a significant part of that career to mentoring the advisors who serve them.
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.— Boris Desancic, Founder of Ascent Wealth Strategies
Boris's mentorship philosophy centers on one idea: advisors should be strategists first, salespeople never.
Over three decades, Boris has personally mentored more than 100 advisors — teaching them to move beyond product sales toward genuine strategic planning for their clients.
Boris's mentees learn to prioritize long-term client outcomes over short-term transactions. The model emphasizes deep understanding of each business owner's full picture.
The advisors Boris mentors are trained in advanced strategies — revenue protection, corporate structuring, succession design — that go far beyond standard planning frameworks.
The principles that have guided 31 years of working with business owners and the advisors who serve them.
The best strategies aren't the most complicated — they're the ones that make complexity manageable. Boris's approach strips away jargon and gets to the core of what matters for each client.
Before growth comes protection. Boris's Revenue Protection Program was born from the insight that most business owners focus on earning more while leaving what they've already built vulnerable.
A strategy that worked at $800K in profit rarely holds at $5M or $10M. Boris works with owners to continuously adapt their structures and plans as their businesses scale and evolve.
True legacy planning isn't about a single transaction — it's about building frameworks that protect families and enterprises across generations. Every strategy should serve the long term.
Boris and the Ascent Wealth Strategies team share insights for business owners facing complex decisions.
Boris Desancic arrived in the United States at 17, an immigrant who had escaped the civil war in the former Yugoslavia (Serbia). Armed with determination and a vision for a different life, he pursued degrees in finance and international business before entering the financial services industry.
Over the next three decades, Boris built a career defined by working directly with closely held business owners — in construction, manufacturing, real estate, professional services, and more. His work goes beyond surface-level advice: Boris is known for rolling up his sleeves and understanding the full complexity of each business before designing a strategy.
He created the Revenue Protection Program, a framework designed specifically for high-profit businesses, and founded Ascent Wealth Strategies (a dba of Clear Creek Financial Management, LLC) as a consulting model built for owners who need more than conventional solutions.
Today, Boris leads a team across Coeur d'Alene, Seattle/Redmond, and Fort Lauderdale, continuing to serve business owners while mentoring the next generation of strategic advisors.
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.
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