Comprehensive. Not complicated.

Low Angle View Of Suspension Bridge

There’s no substitute for the confidence that comes with knowing that you’ve chosen a team that is committed to providing insightful solutions and unbiased advice to help you maintain and preserve your wealth.

We understand the complicated dynamics that come with substantial wealth—trust, transparency and your time are very important. Our level of access, accountability and service can help empower you to make informed financial decisions. That’s why we focus on helping you simplify your financial life so you can achieve your vision for each generation of your family.

Investing success is measured over years, not days or months. Be flexible, patient and never follow the crowd.

- Seth Baliban

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Seth Baliban

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • FL
    • IL
    • IN
    • KY
    • MA
    • MD
    • NC
    • NJ
    • NY
    • PA
    • SC
    • TX
    • VA

          500 N Hurstbourne Pkwy
          Suite 300
          Louisville, KY 40222

          Seth Baliban
          500 N Hurstbourne Pkwy,Louisville,KY,40222

        A focus on personalized access and service

        Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.





        portfolio management


        Global Wealth Report 2024

        Crafted wealth intelligence

        Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

        Gain additional insights into the trends shaping wealth in the US and around the world.

        Download the report

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $5.8+ trn

        UBS Group invested assets
        As of 03/31/2024

        51 countries

        Our global footprint

        Global leader

        UBS is a leading and truly global wealth manager