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Ascent Wealth Strategies

Ascent Wealth Strategies Email Formats

Financial ServicesFlag of USUnited States1-10 Employees

Key Contacts at Ascent Wealth Strategies

Flag of US

Boris Desancic

Founder/Senior Partner/Wealth Advisor

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Kristina Mcclane

Director Of Operations

Company overview

HeadquartersUnited States
Phone number+12064375964
Website
NAICS52
Employees1-10
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

Director
Entry
Founder/Owner

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

Discover the technologies and tools that power Ascent Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Adobe Fonts

Font scripts

Modernizr

Modernizr

JavaScript libraries

Lodash

Lodash

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Squarespace Commerce

Squarespace Commerce

Ecommerce

Lightbox

Lightbox

JavaScript libraries

Stimulus

Stimulus

JavaScript frameworks

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

Calendly

Calendly

Appointment scheduling

core-js

core-js

JavaScript libraries

Cart Functionality

Cart Functionality

Ecommerce

Frequently asked questions

Ascent Wealth Strategies is located in US.
You can reach Ascent Wealth Strategies at +12064375964.
Ascent Wealth Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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