In the world of finance, few names stand out as prominently as Boris Desancic. Based in Silverdale, WA, Boris brings a wealth of specialized knowledge and experience in estate planning, tax issues, and more. As the founder of Ascent Wealth Strategies and the creator of the Revenue Protection Program, Boris has cemented his reputation as a leading financial advisor. His journey from an immigrant escaping civil war to a celebrated wealth manager is both inspiring and instructive.
Boris Desancic – Founder and Visionary
From Immigrant to Financial Luminary
Boris Desancic’s story is one of resilience and determination. Arriving in the United States at the tender age of 17 after escaping the civil war in the former Yugoslavia (Serbia), Boris faced numerous challenges. However, his drive to succeed never wavered. Armed with degrees in finance and international business, he embarked on a career that would span over three decades.
Achievements and Accolades
Throughout his 31-year career, Boris has garnered numerous awards and accolades. His exceptional skills and dedication have not gone unnoticed. In 2021, he was featured in the prestigious Top 100 Financial Professionals Magazine’s Persons of the Year, a testament to his influence and expertise in the financial sector.
Expertise in Estate Planning and Tax Issues
Estate Planning Mastery
One of Boris Desancic’s key areas of expertise is estate planning. He understands that effective estate planning is crucial for ensuring that one’s assets are distributed according to their wishes, while also minimizing taxes and legal complications. Boris works closely with his clients to develop comprehensive estate plans that protect their wealth and provide for their loved ones.
Navigating Complex Tax Issues
Tax issues can be daunting, but Boris Desancic’s specialized knowledge makes him an invaluable resource. He helps clients navigate the complexities of tax laws, ensuring compliance while optimizing tax strategies. His ability to address both individual and business tax concerns has earned him a loyal client base.
The Revenue Protection Program
Protecting Business Revenue
Boris Desancic’s innovative approach to financial advising is exemplified by his creation of the Revenue Protection Program. This program is designed to help successful businesses safeguard their revenue streams against unforeseen challenges. By implementing robust risk management strategies, Boris ensures that his clients’ businesses remain resilient and profitable.
Tailored Financial Strategies
Every business is unique, and Boris Desancic understands that a one-size-fits-all approach doesn’t work. The Revenue Protection Program is customized to meet the specific needs of each client. Boris takes the time to understand the intricacies of each business, developing tailored strategies that address potential risks and capitalize on opportunities for growth.
Ascent Wealth Strategies: A Legacy of Success
Founding Ascent Wealth Strategies
Boris Desancic’s entrepreneurial spirit led him to establish Ascent Wealth Strategies, a firm dedicated to providing top-notch financial advisory services. With a team of experienced professionals, Ascent Wealth Strategies offers a wide range of services, including investment management, retirement planning, and insurance solutions. The firm’s commitment to excellence reflects Boris’s own high standards.
Building Long-Term Client Relationships
At Ascent Wealth Strategies, client relationships are built on trust and transparency. Boris Desancic believes in fostering long-term partnerships with his clients, providing ongoing support and guidance. This approach not only helps clients achieve their financial goals but also ensures they feel confident and secure in their financial decisions.
Conclusion
Boris Desancic’s journey from an immigrant escaping civil war to a celebrated financial advisor in Silverdale, WA, is a testament to his resilience, expertise, and dedication. As the founder of Ascent Wealth Strategies and the creator of the Revenue Protection Program, Boris continues to make a significant impact in the world of finance. His specialized knowledge in estate planning and tax issues, coupled with his innovative approach to protecting business revenue, makes him a trusted advisor for individuals and businesses alike. Boris Desancic’s legacy is one of success, built on a foundation of hard work, integrity, and a commitment to excellence.
