Boris Desancic
Founder & Senior Partner · Coeur d'Alene, ID
Boris Desancic is the creator of the Revenue Protection Program for successful businesses, and the founder of Ascent Wealth Strategies.
A business owner family office
Succeed. Optimize. Secure.
One coordinated team for every part of your financial life — tax, estate, succession, and protection — built around the realities of running a highly profitable business.
Advanced TaxEstate & LegacySuccession & ExitAsset ProtectionCorporate Structure
One coordinated team
A business owner family office, coordinated around you.
Our team leads one integrated approach across tax, estate, succession, protection, and structure, working as a single system, not five disconnected parts.
Business Owner
Family Office
Family Office
Testimonials
What our clients are saying.
01 / 15
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.
Josh Shelton
Owner, Enterprise Electrical (current client)
Testimonials reflect individual client experiences. Past results do not guarantee future outcomes.
Insights & perspectives
Ideas for the long view.
Our clients
The clients we serve.
Anderson Medical Supplies
Enterprise Electrical
RJS Design Build
Stryker Co.
International Tube
Cool Runnings International
Titan Electric
Hagood Homes
North American Fire Protection
Freeman Building Systems
Virtudesk
Staton Logistics
ActiveWest Builders
RayCo Exteriors
The Creative Bar
SSLLC
RS Group
Transblue
Nelson Injury Law
CMYK Print
A&J Precision Homes
2020 Builders
Costa Rican Vacations
Storytelling With Data
Indecca
Zion's Gate
Bluecore Power
ACM
Big Sky
Golden Arrow PR
TWS Facility Services
Fresh Faces Rx
NAMU Travel
Bigger Barns
Wildrose Health Solutions
Echobind
Florida Civil
Poli Construction
3D Metalcraft
Baker Paint
Metamora Equine
Timbered Ridge
Atlas United Corp
inDZone
I-Guard German Shepherds
Commodities Plus
Accrete
Huma
Texas Fixtures
Bluff City ElectricalAs featured in
Our team
One team, on every engagement.
You work directly with the people who do the work. The relationship you start with is the one you keep.
Kristina McClane
Director of Operations · Arlington, WA
Kristina McClane has been running operations for wealth management firms and assisting business professionals for over 15 years. She has a passion for serving clients and helping partners in the firm. Kristina has worked with Boris for over a decade, handling the business operations behind the scenes as well as running the client service departments of Ascent Wealth Strategies.
Kristina loves spending time with family and friends, making memories. She loves to travel to new destinations and experience new adventures, and in the warmer months she enjoys the freedom of riding with friends on her motorcycle. Kristina is a proud parent of a grown son, Steven, and lives in Arlington, WA with a dog and a cat.
Evan Keech
Associate Partner & Wealth Advisor · Seattle / Redmond, WA
Evan has always had a passion for problem-solving and helping others. Graduating from Cal Poly San Luis Obispo in 2006 with a degree in mechanical engineering, he worked for medical device and software companies, creating new technologies and bringing them to market around the world. Over the years, as a personal passion, Evan steadily developed his expertise in finance, investments, and wealth planning.
After more than a decade of international business development, he decided to partner with a mentor to build his own wealth management practice, serving clients with integrity and a fresh perspective on planning. A husband and father of three small children, he and his family live in Kirkland, WA.
Oliver Grimard
Associate Partner & Wealth Advisor · Fort Lauderdale, FL
Oliver has always had a passion for helping others solve complex challenges. In 2017, he graduated from Ohio University with a degree in finance, where he was a member of the football team and the financial management club. Not long after graduating, he founded a successful marketing company that specialized in working with financial firms.
After working closely with Ascent Wealth Strategies on their marketing strategy for a year, he was inspired by how Boris and the team were able to help successful business owners solve complex challenges and grow their wealth.
Oliver joined Ascent Wealth Strategies in 2022 as an Associate Partner, where he works with business owners on advanced wealth planning, revenue protection, and asset protection strategies. He currently resides in Fort Lauderdale, Florida.
Succeed. Optimize. Secure.
A 30-minute conversation tells you everything.
No deck. No pitch. We'll listen to what you've built, ask the questions most advisors don't, and tell you honestly whether we think we can help.