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Financial Services • United States • 1-10 Employees
Key Contacts at Ascent Wealth Strategies
Boris Desancic
Founder/Senior Partner/Wealth Advisor
Kristina Mcclane
Director Of Operations
Company overview
| Headquarters | United States |
| Phone number | +12064375964 |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
| Socials |
About Ascent Wealth Strategies
We are a boutique Wealth Management firm that specializes in working with owners of successful small and medium-size businesses. Our clients use proven advanced strategies to reduce their taxable revenue, build more wealth, and increase the value of their companies. Go to our website for a number of educational articles on many advanced strategies important to successful businesses. www.ascentwealthstrategies.com 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.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Ascent Wealth Strategies has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Ascent Wealth Strategies has never raised funding before.
Ascent Wealth Strategies Tech Stack
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Frequently asked questions
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