Boris Desancic: A Financial Advisor Making a Mark

Boris Desancic – Founder of Ascent Wealth Strategies

In the world of finance and wealth management, Boris Desancic stands out as a remarkable figure. With a background shaped by resilience and a career defined by excellence, Boris has become a beacon of expertise in estate planning, taxation issues, and more.

Early Life and Background

Boris Desancic’s journey began amidst adversity, fleeing the civil war in the former Yugoslavia (Serbia) at the tender age of 17. This early experience instilled in him a sense of determination and perseverance that would define his future endeavors.

Education and Career Path

Armed with degrees in finance and international business, Boris embarked on a 28-year career as a wealth manager and strategist. His academic prowess combined with hands-on experience formed the foundation of his success.

Achievements and Recognition

Throughout his career, Boris Desancic has garnered numerous awards and accolades, showcasing his exceptional talent and dedication. Notably, he was featured in the Top 100 Financial Professionals Magazine’s persons of the year for 2021, a testament to his industry-leading contributions.

Contributions and Innovations

Revenue Protection Program

Boris Desancic’s innovative Revenue Protection Program has become a cornerstone for successful businesses, offering strategic solutions to safeguard their financial interests and navigate challenges effectively.

Ascent Wealth Strategies

As the Founder of Ascent Wealth Strategies, Boris has pioneered cutting-edge wealth management approaches, providing clients with personalized strategies tailored to their unique financial goals.

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Expertise in Financial Planning

Boris Desancic’s expertise spans across various domains within financial planning, including:

Estate Planning

With a deep understanding of estate planning intricacies, Boris helps clients preserve and transfer wealth efficiently, ensuring their legacy endures for generations.

Taxation Expertise

Navigating complex taxation landscapes is a forte for Boris, who advises clients on tax optimization strategies and compliance, minimizing liabilities while maximizing returns.

Investment Strategies

Boris Desancic’s strategic investment insights enable clients to make informed decisions, optimizing portfolios for long-term growth and stability.


In conclusion, Boris Desancic’s journey from adversity to excellence is a testament to his unwavering commitment to financial expertise and client success. His innovative programs and holistic approach to wealth management continue to set industry standards, making him a trusted advisor for individuals and businesses alike.

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