Ascent Wealth Strategies

Secure. Optimize. Succeed.

For business owners who seek more than just financial advice — From revenue protection to succession planning, our specialized focus on business owners’ needs enables us to design and implement uniquely effective solutions.

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Testimonials

"I wanted to express my deep appreciation for all that you and Ascent Wealth Strategies have done for both myself and Cool Runnings. Companies and individuals rarely deliver on every promise they make, yet you've far exceeded expectations. In a relatively short time, you've introduced clear and effective programs that have already yielded significant tax savings and long-term wealth security. In my experience, success in business often hinges on opportunities and timing, which can frequently be chalked up to luck. I consider myself fortunate to have taken that initial call with Oliver Grimard, which led me to Boris Desancic and, subsequently, to the successful implementation of the strategies you recommended. With heartfelt gratitude, I thank you for all you have done and continue to do for us. I eagerly anticipate our ongoing, long-term relationship."

— Bill Harms, Owner/CEO, Cool Runnings International, Inc. (current client)
"As a commercial contractor it’s common to focus on building wealth through acquisition and development of real estate assets over time. Over a 25-year period this can add up for some people to a significant amount of their net worth. I was struggling to find a wealth advisor that could see the world with the benefit of a contractor’s view, preferring real assets we own and manage. So many wealth managers deal with the traditional model that is to put a certain percent of income aside and let them manage those assets in traditional retirement accounts. I found Boris and Evan at Ascent Wealth Strategies to be the ‘perfect’ fit for my non-traditional retirement goals and approach. They are supportive of the benefits that contractors gain by helping to develop their own real estate investments, while also minimizing personal and professional risk exposure. Importantly, they have a variety of strategies they can bring to the table with flexibility to adapt to evolving needs and approaches for me as a client. With weekly meetings over an eight-month period, I am now on a path to reduce my taxes, manage risk, and secure my family legacy through more advanced asset protection and estate planning strategies. In short, Ascent Wealth Strategies have offered me refreshing solutions for our business and personal areas of concern."

— Scott Stryker, President, Stryker Co. (current client)
“Partnering with Ascent Wealth Strategies, led by Boris Desancic and Oliver Grimard, has been a game changer for Freeman Building Systems. Their strategic approach to advanced tax planning and estate structuring has delivered wonderful benefits for both my personal and business finances. Their expertise in succession planning and key personnel agreements has not only safeguarded the future of my business but also assured my peace of mind regarding long-term wealth management. Ascent Wealth Strategies isn’t just a financial advisory firm; they’re an integral part of my business’ journey.”

— Dan Freeman, President, Freeman Building Systems (current client)
"Ascent Wealth Strategies has been a pivotal partner in our journey, providing top-tier financial strategy services that have been transformative for our company's growth. Their expertise in advanced planning for rapidly growing firms in the construction industry has positioned us excellently for the future. Working with Boris and Oliver has been a pleasure."

— Beckie Bortner, Owner, North American Fire Protection (current client)
“We have been working with Ascent team for about a year and a half now. As a business owner, we tend to focus most of our time running the business and don’t focus enough time on future financial planning. Boris and team have proven to be leading experts in business planning, tax planning, estate planning and more. From the start of identifying our goals, all the way through implementation, Ascent has gone above and beyond to provide world-class service. The Ascent team holds us accountable to scheduled meetings and continues to push behind the scenes to make sure we meet our objectives. Other than being a Seahawks fans, I can’t say enough good thing about Boris and Team!”

— TJ and Max Simmons, Owners, RJS and Associates (current client)
“I can’t say enough about the excellent counsel and professional advice we received from Ascent Wealth Strategies!! We have truly appreciated the quality of advice and insights into our business as well as our personal, family situation. Boris and his team remain one of our top advisers. I highly recommend them to any business owner looking for a high end business planning advice.”

— Alex Malyugin, Owner/President, ALEKO (current client)
“We have been working with Ascent Wealth Strategies for a little over a year now and could not be more pleased with this team. They are timely, knowledgeable and diligent in their work. The team is quick to modify our financial plan with all new changes that come up. They are an astute financial team and remain up to date on market trends. We highly recommend Ascent Wealth Strategies and encourage all looking for a financial advisor to consider this wonderful team.”

— Monica Posteuca, Owner/Partner, A&J Precision Homes (current client)
"Boris and Ascent Wealth Strategies were the partners we needed to take our company's financial strategy to the next level. They find new ways to help us preserve capital, allowing us to reinvest more into the business. Boris' knowledge of complex, long-term planning tools is helping us stay ahead of market challenges."

— Cole & Randy Knaflic, Owners, Storytelling With Data (current client)
“I have known Boris for many years. He is understanding towards personal opinions, wants and goals. Nevertheless, he never fails to interject his own opinions sensitively from his years of experience to ensure you make a well-informed decision when planning your finances. Service with a smile, he has never failed to go the extra mile no matter the situation, even checking up on me and my family every time we are back from vacation or even quarterly to see how things are going. He has always provided service as a human to another human and I have never felt pressured into making decisions when consulting him. One of the best service experiences. I would highly recommend him always to the people around me.”

— Vadim Dutka, Owner/Partner, NAVI Pacific Construction (current client)
“Boris and his team have been handling my finances for over a year now and I am very happy to see how much I saved in taxes and also was able to set up great investment/tax saving tools to take full advantage of Boris' knowledge and expertise. He is hands down the best!”

— Pavel Stepanov, Owner/CEO, Virtudesk (current client)
“Boris has been amazing to work with, we did an initial review of my financial situation and Boris brought insights to the table that no one had ever shared with me before. Boris has helped me secure my financial position and helped position my financial planning so that I am creating generational wealth for my family. I highly recommend Boris, 5 stars all the way!”

— Dave Wescott, Owner, Transblue (current client)
“Working with the team at Ascent has been incredible satisfying. They have walked me through each step of the process and have helped me evaluate different options for my families trajectory. They are insightful, diligent and have helped me save time to execute of the plan. They are trust worthy, goal oriented and available to me as needed. I would highly recommend them to anyone looking for help navigating their future.”

— Caleb Tucker, Owner/CEO, Bigger Barns (current client)
"I have been working with Boris and his team for six months and have been extremely impressed with their level of professionalism and expertise. They have helped me to create a solid financial plan that has already started to pay off in terms of increased tax savings and insurance. They are always available to answer my questions and provide valuable insights and advice. I highly recommend Boris to anyone looking to take control of their financial future. They have been a crucial partner in my company's financial planning and success."

— Brent Staton, Owner, Staton Logistics (current client)
“As a small business owners and professionals who are approaching retirement, We were concerned about navigating the ever-present market fluctuations. Our previous financial advisers simply relied on brokerage house programs as we watched year after year of lack luster performance. It was time for a change. We asked Evan Keech to help us prepare for our future. What made our relationship uniquely productive is that Evan listened to our concerns while anticipating solutions. His solutions were not simply a cookie cutter allocation portfolio but rather a synthesis of current market signals with our lifestyle goals. He then presents the perfect balance of information/analysis to support our questions and to keep us in the loop with this chaotic financial climate. My wife and I are sincerely grateful for Evan’s insight and integrity. He has given us back our confidence and security in our financial future.”

— Roland & Bonnie Thaler, Owners, Metamora Equine PC (current client)
“From day one, the team at Ascent Wealth Strategies has been incredibly responsive and always available to answer any question or help with any scenario I throw at them. They take the time to understand my financial situation and provide tailored solutions that meet my specific needs. Ascent Wealth Strategies goes above and beyond to educate and empower me as a client. They never make me feel like I'm just another number on their roster. They take the time to explain complex issues in a digestible way and I leave our meetings feeling more confident and in control of my financial future. They're a team of professionals who have a well-defined process to help their clients succeed.”

— Jonathon Zetterholm, Owner, 2020 Builders (current client)

Areas of Expertise

Advanced Tax Planning

Unlocking Tax Efficiency: Strategies Beyond the Conventional for High-Achieving Businesses

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Business Owner Estate Planning

Preserve and Pass On: Navigating Wealth Transition with Foresight and Precision

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Succession Planning

Crafting a Seamless Exit Strategy for Your Business Legacy

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Asset Protection

Guarding Your Legacy: Fortified Strategies to Shield Your Wealth

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Key Person Agreements Planning

Secure Your Business's Most Valuable Assets: A Strategic Blueprint for Key Personnel

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Corporate Structure Planning

Optimize, Integrate, Succeed: Comprehensive Structuring for Business Resilience and Growth

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Wealth/Investment Management

Maximize Your Wealth: Data-Driven Investment Management for the Sophisticated Owner

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Advanced Life Insurance Planning

More Than a Safety Net: Tailored Life Insurance Strategies as Financial Multi-Taskers

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