The right path toward retirement

Three business people at a desk

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

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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.

  • steven

    Steven Waggoner

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • FL
    • GA
    • IL
    • IN
    • MI
    • NY
    • OH
    • WA
    • WI

    Steve has over 27 years experience in financial services. He has been designated a Wealth Advisor, a title limited to a select number of UBS Advisors who have consistently exceeded expectations. A graduate of Ball State University, Steve holds several securities licenses. Outside of work, Steve is active in his community as a Charter Member of Fort Wayne's Business Leadership Forum and a volunteer with Junior Achievement. In his free time, he enjoys running, boating, and traveling. Steve and his wife, Cathy, have four children.

      • Ball State University
        200 East Main Street
        Suite 900
        Ft. Wayne, IN 46802
      • laura

        Laura Miller

        First Vice President–Wealth Management

        Financial Advisor

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        • FL
        • IN
        • OH
        • TN
        • WI

        Laura has been an investment advisor and retirement income expert for over 15 years. In 2008, Laura joined UBS Financial Services from JPMorgan. Shortly thereafter, she and Steve began their business partnership, Waggoner Miller Wealth Management. Laura earned a bachelor's degree from Purdue University and holds the Series 6, 7, 65 & 66 securities licenses. Active in her community, Laura is the founder of WOWnet, a business women's network, and is a board member for Big Brothers Big SIsters of Northeast Indiana. Laura and her husband, Todd, have 4 children; they enjoy travel, golf, and skiing.

          • Purdue University
            200 East Main Street
            Suite 900
            Ft. Wayne, IN 46802

          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

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