Your life. Your wealth. Your future.

Pursue what matters most

Ballantyne Wealth Management Gordon Semeniuk

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

amandagordonoffice

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.

  • Gordon Semeniuk

    Gordon Semeniuk

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • KS
    • LA
    • MD
    • MI
    • NC
    • NJ
    • NY
    • OR
    • PA
    • SC
    • TX
    • VA
    • WA

    Gordon has been helping clients plan and manage their financial lives since beginning his career in 1983 with Merrill Lynch in Newport Beach, California.  He and his family relocated to Charlotte in 1989, joining UBS in 1999.

    With the privacy and security of your assets of utmost importance, the vast global resources of UBS are at your fingertips, delivered locally by Gordon and his extended team.  Your experience begins with a thorough financial plan, leading to solutions designed for you to enjoy your life and achieve your goals, confident of the solid financial foundation supporting you.

    Ongoing communication is a key element of a strong financial planning relationship.  Gordon and Amanda employ a precise service model of regular contact and dialogue so that you continue to understand your own plan and how it can adapt to changes in your life and in the world around us.

          13024 Ballantyne Corporate Pl.
          Suite 650
          Charlotte, NC 28277
        •  Amanda Walrath

          Amanda Walrath

          Senior Client Associate

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          • FL
          • NC
          • NY
          • SC

          Amanda began her financial services career in 1997 before teaming with Gordon in 2010.  She is fully registered and represents the strength of UBS' client support.

          You will be impressed with Amanda's friendly, client-first attitude.  She is highly organized and detail oriented, a perfect fit as your key contact for all administrative needs.  You will enjoy the first class experience that Amanda provides.

                13024 Ballantyne Corporate Pl.
                Suite 650
                Charlotte, NC 28277

              The Year Ahead - Sustainable Investing

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              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 ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager