Outlook Wealth Advisors, LLC is a Houston-based financial planning and investment
- 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
"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.
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
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.
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
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™
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.