Retirement planning. It's about time.

Chess pieces on a chessboard

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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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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    Steven Waggoner

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • FL
    • GA
    • IL
    • IN
    • ME
    • MI
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • WI

          200 East Main Street
          Suite 900
          Ft. Wayne, IN 46802
          steven.waggoner@ubs.com
          Steven Waggoner
          200 East Main Street,Ft. Wayne,IN,46802
        Three generations in apple orchard

        Turn possibilities into a plan

        House View Monthly

        Mountain climbers on peak at sunrise

        A leading global wealth manager

        Two brothers. One inheritance.

        How will their story unfold?

        Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

        If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $7 trn

        UBS Group invested assets
        As of 12/31/2025

        51 countries

        Our global footprint

        Global leader

        UBS is a leading and truly global wealth manager

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