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@ubs.com
          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.

        planning

        Simplicity

        compass

        Confidence

        portfolio management

        Accountability

        UBS Year Ahead 2025

        Roaring 20s: The next stage

        Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

        A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

        Read the report

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $5.9+ trn

        UBS Group invested assets
        As of 06/30/2024

        51 countries

        Our global footprint

        Global leader

        UBS is a leading and truly global wealth manager

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