Skip to Content

Form CRS

Schedule a Call

Form CRS

Schedule a Call

Form CRS

Schedule a Call

UBS House View May 2025

May 2

Written By Boris Desancic

Boris Desancic

Monthly Market Update - May 2025

Products & Services

Revenue Protection

Corporate Structure Planning

Business Owner Estate Planning

Asset Protection

Key Person Agreements Planning

Wealth/Investment Management

Advanced Life Insurance Planning

Succession Planning

Useful Links

Monthly Market Updates

Ascent Wealth Strategies

Coeur D’ Alene: 212 W Ironwood Dr, #D651, Coeur D’ Alene, ID 83814
Office: (206) 437-5964
Email: bdesancic@ascentwealthstrategies.com

Seattle/Redmond: 22030 NE 73rd Street, Redmond, WA 98053
Office: (206) 715-8111
Email: ekeech@ascentwealthstrategies.com

Fort Lauderdale: 220 SE 2nd Street #2011, Fort Lauderdale, FL 33301
Office:(614) 326-9633
Email: ogrimard@ascentwealthstrategies.com

Connect

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.

Copyright © 2025 Ascent Wealth Strategies. All Rights Reserved.