OFG

Our Firm

Outlook Wealth Advisors, LLC is a Houston-based financial planning and investment advisory firm.
We have:
  • Over $140 million in assets under management
  • 6 professionals and staff
  • Woodlands office, and convenient meeting locations in the Champions and West Houston areas by appointment
Areas of focus include:
  • Financial planning
  • Investment management
  • Retirement income planning
  • Estate and wealth transfer planning
  • Insurance and risk management

Our Philosophy


"To provide both the blueprint and the implementation
of your wealth architecture."


Our Firm seeks to develop deep and broad client relationships anchored first in a clear understanding of each individual’s goals and objectives. Our clients are not interested in short-term, transaction-driven associations but, rather, in personalized, life-long, goal-oriented relationships. Through close communication, we develop further understanding of your specific needs, and design strategies and portfolios both to accomplish your objectives and to enhance your peace of mind. We believe that the value of a long-term relationship and the pursuit of excellence in service and investment opportunities help us provide superior financial and investment services to our clients.

Our Professionals

Allen Neuenschwander
Michael Neuenschwander
Elsa Cázares

J. Allen Neuenschwander, CPA, CFP®

There’s no substitute for experience in the highly complex field of financial planning and Allen Neuenschwander has a wealth of experience.

Allen began his training more than 30 years ago, earning a bachelors degree in accounting at Spring Hill College in Alabama and an MBA in Finance at the University of Tennessee.

Allen began his career as an auditor with a "big 5" multinational public accounting firm. This career was interrupted by his military service as a U.S. Army Finance officer where he was promoted to the rank of First Lieutenant prior to honorable discharge.

It was a devastating family tragedy that brought Allen into the world of financial planning. Helping his family through that emergency gave Allen a passion for helping others avoid or, when necessary, cope with crises in their lives. He has been dedicated to that work ever since.

Over the years, Allen has made his biggest investment in education, passing a battery of exams to become a Chartered Life Underwriter (CLU) and Certified Financial Planner™. Unlike academic degrees, each of Allen’s licenses and designations assist his clients by requiring extensive annual continuing education. Allen has taught financial and retirement planning courses for several Houston area colleges and universities and for employee groups at several Fortune 100 companies. He has served on the investment committee of the Houston Chapter of the Texas Society of CPAs, and on the Board of Directors of the Financial Planning Association of Houston.

Still, Allen’s thriving practice remains his passion. He has helped hundred of clients reduce their taxes and protect and grow their assets.

A major focus of Allen’s practice is working with retired people and those who are about to retire. One of his obsessions is helping seniors avoid serious financial mistakes. Among the most common mistakes, Allen says, are paying too much in taxes, taking excessive risks, and earning too little with their investments.

Perhaps the biggest mistake, Allen emphasizes, is the misalignment of goals and resources, or failure to plan for change. Simple mistakes can seriously affect people’s lives, but taking proper action with a competent financial advisor can make all the difference. Putting his own experience to work for others is Allen’s work and his life’s mission.

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Michael A. Neuenschwander, CPA, CFP®

A native Houstonian, Michael graduated from Saint Thomas High School and went on to earn both a Bachelors degree in Accounting and a Masters degree in Finance from Texas A&M University.

Michael began his working career as an auditor with Grant Thornton LLP, and, upon completing his Masters degree, he decided to join Allen in the practice of financial planning. Drawing from his father’s 20 plus years in the financial planning and investment management industry, Michael was able to gain valuable professional experience early in his career.

Although his academic education has been completed, Michael believes that professional accreditation and continuing education are necessary to best serve the needs of his clients. In 2001, he successfully passed the rigorous 4-part examination to become a Certified Public Accountant. Subsequently, Michael successfully completed the educational and exam requirements set forth by the Certified Financial Planner Board of Standards to become a Certified Financial Planner™ Professional.

As a CFP® professional, Michael approaches financial planning as a process. That process begins with getting to know the client, their goals, and their present situation. Next, he evaluates the situation and develops recommendations and alternatives. From there, Michael reviews the plan with the client, and then helps the client implement the plan and monitors their progress along the way.

In addition to continuing his own education, Michael has taught financial and investment education classes both through the University of Houston and for the public. He is an active member of the Financial Planning Association of Houston, and served as an education committee member for several years.

Michael is a member of several professional and civic organizations, which include the national Financial Planning Association and the Texas A&M Association of Former Students

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Elsa Cázares, CFP®

Elsa earned her Bachelors of Arts degree from Southwestern University in historic Georgetown, Texas with a major in Psychology and minor in Spanish.

She joined Allen Neuenschwander’s team in 1996 as an administrative assistant and in the past 15 years pursued her goal to help others plan and manage their financial lives. She completed the Certified Financial Planner courses at Rice University in 2005 and in November of 2006 passed the rigorous Certified Financial Planner™ exam.

Elsa has assisted Allen’s clients for over 15 years as the operations and client service manager. She enjoys helping clients open and manage their investment accounts and has over the years become very familiar with clients’ needs and goals.


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