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
    • NJ
    • NY
    • PA
    • SC
    • TX
    • VA

          500 N Hurstbourne Pkwy
          Suite 300
          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


        Legacy—Wealth for others

        For needs that go beyond your own—to help you improve the lives of others

        What will your legacy be?
        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

        Learn more at

        Backed by the strength of UBS

        A global leader in wealth management

        $3.9 trillion

        In invested assets globally 
        As of 12/31/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager