Ascent Wealth Strategies
Ascent Wealth Strategies pioneers sophisticated financial solutions for the discerning business owner. Our expertise spans revenue protection, corporate structuring, estate planning, asset protection, key person agreements, wealth management, and advanced life insurance strategies. We cater to entrepreneurs who seek beyond the conventional, providing innovative frameworks for wealth growth and preservation. Our commitment is to equip our clients with exceptional, tailored financial strategies that drive their success and forge enduring legacies.
Ascent Executive Team
Evan Keech
Associate Partner | Wealth Advisor
Oliver Grimard
Associate Partner | Wealth Advisor
Kristina Kamm
Director of Operations
Boris Desancic
Founder | Senior Partner
About Us
01. The Firm
Ascent Wealth Strategies is the firm founded with the intent to assist our clients in every aspect of their financial lives. Our focus centers on our clients' vision for their future to create a lasting impact on their wealth potential.
02. Our Mission
To design and implement financial strategies that are process-focused and based on sound financial principles by educating clients to make smart decisions in the accumulation, protection, and enjoyment of wealth, thereby reflecting their values, love of family, and commitment to the community.
03. Partners
We aim to partner with other professionals in our client’s lives to share ideas and strategies that will enable our clients to reach their maximum potential, even beyond that which they currently believe they can achieve in all areas of their life.
04. Community
We seek to accomplish all of our objectives while serving as good citizens through our charitable endeavors and by our leadership.
