Boris Desancic is a highly respected financial advisor based in Silverdale, WA. With over three decades of experience in wealth management and strategic financial planning, Boris offers specialized knowledge in estate planning, tax issues, and much more. His journey from an immigrant escaping the civil war in the former Yugoslavia to becoming a prominent figure in the financial industry is nothing short of inspiring.
Early Life and Education
Boris Desancic arrived in the United States at the age of 17, having fled the civil war in the former Yugoslavia, now Serbia. Despite the challenges of starting a new life in a foreign country, Boris was determined to succeed. He pursued higher education with a passion, earning degrees in finance and international business. This strong educational foundation laid the groundwork for his illustrious career in finance.
A Distinguished Career in Finance
Over his 31-year career, Boris Desancic has made significant contributions to the field of wealth management. His expertise and dedication have earned him numerous awards and accolades. In 2021, he was featured in the prestigious Top 100 Financial Professionals Magazine’s persons of the year, a testament to his influence and achievements in the industry.
Boris’s approach to financial advising is holistic, focusing not just on wealth accumulation but also on protecting and preserving assets for future generations. His strategies are tailored to meet the unique needs of each client, ensuring personalized and effective financial planning.
Specializations and Expertise
Estate Planning
One of Boris Desancic’s key areas of expertise is estate planning. He understands the complexities involved in ensuring that an individual’s wealth is transferred according to their wishes. Boris works closely with his clients to develop comprehensive estate plans that minimize tax liabilities and provide for their loved ones. His knowledge in this area helps clients navigate the often-confusing legal landscape, ensuring their assets are protected and their legacy is secured.
Tax Issues
Tax planning is another critical aspect of Boris’s services. He stays updated with the ever-changing tax laws and regulations to provide his clients with the most effective strategies to reduce their tax burden. Whether it’s personal or business tax issues, Boris’s insights help clients make informed decisions that optimize their financial outcomes.
Innovations and Contributions
Revenue Protection Program
Boris Desancic is not just a financial advisor; he is an innovator. He created the Revenue Protection Program, specifically designed for successful businesses. This program focuses on safeguarding a company’s revenue streams and ensuring long-term financial stability. It addresses potential risks and provides solutions to protect businesses from unforeseen financial setbacks. This innovative program has been instrumental in helping many businesses maintain their profitability and growth.
Ascent Wealth Strategies
As the Founder of Ascent Wealth Strategies, Boris has built a firm that embodies his commitment to excellence and client-focused service. Ascent Wealth Strategies offers a wide range of financial planning services, from retirement planning to investment management. The firm’s approach is rooted in thorough research, strategic thinking, and a deep understanding of the financial markets. Under Boris’s leadership, Ascent Wealth Strategies has become a trusted partner for many individuals and businesses seeking sound financial advice.
Recognition and Influence
Boris Desancic’s contributions to the financial industry have not gone unnoticed. Being featured in the Top 100 Financial Professionals Magazine’s persons of the year for 2021 highlights his impact and dedication. This recognition is a reflection of his expertise, professionalism, and the high regard in which he is held by his peers and clients alike.
His influence extends beyond his immediate client base. Boris is often sought after for his insights and opinions on financial matters, making him a respected voice in the broader financial community. His thought leadership has been featured in various publications and platforms, where he shares his knowledge and perspectives on current financial trends and best practices.
Conclusion
Boris Desancic’s journey from an immigrant escaping war to a celebrated financial advisor is a story of resilience, dedication, and excellence. His specialized knowledge in estate planning, tax issues, and innovative programs like the Revenue Protection Program sets him apart in the financial industry. As the Founder of Ascent Wealth Strategies, Boris continues to make significant contributions to the field of wealth management, helping clients achieve their financial goals and secure their futures.
For those in need of expert financial advice in Silverdale, WA, Boris Desancic stands out as a trusted and highly qualified professional. His commitment to his clients and his continuous pursuit of excellence ensure that he remains a leading figure in the world of financial advisory.
