Boris Desancic: A Financial Advisor Extraordinaire
With more than 30 years of experience, Boris Desancic helps business owners and families protect, grow, and transition their wealth through advanced planning, tax strategy, and long-term legacy design.
Boris Desancic’s story is one of resilience, vision, and leadership. Raised in the former Yugoslavia, he came to the United States at just 17 years old during the civil war, determined to build a better future. Drawing from his parents’ legacy—his father a three-time Olympian and executive, his mother a respected attorney—Boris developed an early understanding of discipline, business, and global finance.
After earning degrees in Finance and International Business, Boris entered wealth management at 21. Over the next three decades, he built one of the strongest reputations in the industry—mentoring over 100 financial advisors, leading high-growth practices, and ultimately founding Ascent Wealth Strategies.
Recognized as one of the Top 100 People in Finance in 2021, Boris has spent his career helping successful business owners and high-net-worth families create clarity around complex planning decisions. His focus is on building advanced strategies that reduce risk, optimize taxes, and preserve wealth for future generations.
What Boris Does
At Ascent Wealth Strategies, Boris leads a team specializing in advanced planning for business owners, including:
Business tax mitigation and cash flow planning
Estate and legacy planning for families and entrepreneurs
Asset protection and risk management strategies
Corporate retirement plan design and administration
Succession and exit planning for closely held businesses
Investment and wealth management solutions
His work is guided by a simple philosophy: simplify complexity, protect what matters most, and create strategies that allow clients to focus on building their businesses while preparing for the future.
Recognition & Legacy
Career highlights include:
30+ years in wealth management and strategic planning
Named to the Top 100 People in Finance (2021)
Mentored over 100 financial advisors
Featured speaker and contributor in national publications
Advisor to successful business owners and entrepreneurs nationwide
For Boris, the mission goes beyond finance—it’s about carrying forward his family’s legacy, serving clients with integrity, and leaving behind a lasting foundation for future generations.
Podcast & Media
Work With Boris
At Ascent Wealth Strategies, working with Boris Desancic means gaining a trusted Financial Advisor in Coeur d’Alene who is committed to helping clients secure their financial future with clarity and confidence. Boris provides tailored strategies for individuals, families, and business owners who want to maximize wealth, reduce risks, and create a lasting legacy.
With years of experience, Boris specializes in advanced planning for business owners, offering guidance that goes beyond traditional financial advice. His expertise includes business tax strategies designed to minimize liabilities, protect assets, and position companies for long-term growth.
Boris also helps clients with estate planning and asset protection, ensuring wealth is preserved and transferred efficiently to future generations. For entrepreneurs looking ahead, he provides succession and exit planning, helping business owners prepare smooth transitions while protecting both family and business interests.
By working with Boris Desancic and the team at Ascent Wealth Strategies, you gain more than financial advice—you gain a personalized roadmap to financial independence and peace of mind.
Working with Ascent Wealth Strategies has been one of the best decisions I’ve made for my business. Their expertise is unmatched, and they move quickly to get things done right. What sets them apart is the sophistication and strategy they bring to every conversation — it’s not generic advice, it’s detailed, proactive, and tailored specifically to the challenges that come with running a successful business. They’ve helped me implement impactful tax strategies, protect my wealth, and put a comprehensive estate plan in place for the future. If you’re a business owner looking for real expertise and flawless execution, Ascent is the team you want in your corner.
Josh SheltonOwner, Enterprise Electrical
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.
Randy KnaflicOwners, Storytelling With Data
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 StepanovOwner/CEO, Virtudesk
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 WescottOwner/CEO, Transblue
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 StatonOwner, Staton Logistics
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 DutkaOwner/Partner, NAVI Pacific Construction
Disclosure
Ascent Wealth Strategies is a dba of Clear Creek Financial Management, LLC. Clear Creek Financial Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Ascent Wealth Strategies or Clear Creek Financial Management, LLC unless a client service agreement is in place. Ascent Wealth Strategies provides strategies for estate and / or tax planning. These strategies do not constitute tax or legal advice. Consult legal or tax professionals for specific information regarding your individual situation.