Boris Desancic
In the world of wealth management, few stories are as compelling as that of Boris Desancic, a name that has become synonymous with financial innovation and strategic excellence. As the founder of Ascent Wealth Strategies, Boris’s journey from the turmoil of the former Yugoslavia to the pinnacles of U.S. financial advisory is nothing short of inspiring.
From War-Torn Beginnings to the Land of Opportunity
Boris Desancic’s life began in the former Yugoslavia, where he witnessed both prosperity and adversity. His upbringing was shaped by the influence of his parents—his father, a three-time Olympic athlete and successful businessman, and his mother, a prominent attorney. This environment imbued Boris with resilience and ambition. At the age of 17, amidst the chaos of civil war, Boris was sent alone to the United States, embarking on a journey toward safety and opportunity.
Once in the U.S., Boris pursued degrees in finance and international business, laying the groundwork for a thriving career in wealth management. His professional journey began at a boutique wealth management firm and evolved through significant roles, including a managing principal position at Waddell and Reed, where he pioneered one of the company’s fastest-growing operations.
A Visionary Approach to Wealth Management
In 2011, Boris founded Ascent Wealth Strategies, a firm dedicated to holistic financial solutions encompassing business tax strategies, estate planning, and asset protection. Central to his approach is the innovative Revenue Protection Program, designed to maximize business owners’ revenue retention by minimizing tax liabilities and enhancing financial strategies.
This program exemplifies Boris’s commitment to offering clients unique insights and solutions often overlooked by traditional advisory services. By implementing this program, Boris has helped numerous clients, from successful business owners to professional athletes, secure their financial futures.
Mentorship and Legacy
Beyond his professional achievements, Boris Desancic has played a pivotal role in mentoring over 100 financial advisors, fostering a new generation of informed and capable financial professionals. His passion for teaching complex financial concepts in accessible ways has not only empowered his clients but also inspired those he mentors.
Boris’s dedication to modernizing financial principles is fueled by a desire to create lasting impacts. He is deeply aware of the legacy he carries from his parents and the one he wishes to establish for his daughter. This drive to build, protect, and preserve wealth is at the heart of his advisory philosophy, encouraging clients to think long-term and strategically about their financial health.
Building a Future with Purpose
Boris Desancic’s story is one of transformation, resilience, and vision. From escaping the devastations of war to leading a successful wealth management firm, his journey underscores the power of perseverance and innovation. As he continues to revolutionize financial strategies, Boris remains committed to empowering individuals and businesses to navigate their economic landscapes with confidence and foresight, ensuring their legacies for generations to come.
Here are the key points about Boris Desancic:
- Background: Boris Desancic escaped the civil war in the former Yugoslavia and moved to the U.S. at 17.
- Career Path: He pursued finance and international business, starting his career in a boutique wealth management firm and later becoming a managing principal at Waddell and Reed.
- Ascent Wealth Strategies: Founded in 2011, the firm focuses on holistic financial solutions, including tax strategies and asset protection.
- Revenue Protection Program: An innovative program designed to help business owners retain more revenue by minimizing tax liabilities.
- Mentorship: Boris has mentored over 100 financial advisors, emphasizing the importance of accessible financial education.
- Legacy and Motivation: Driven by his family legacy and a desire to modernize financial principles, Boris aims to build and protect wealth for future generations.
In a world where financial landscapes are constantly shifting, Boris Desancic stands as a beacon of knowledge and guidance, helping clients not only protect their wealth but also achieve their dreams with assurance and clarity.