Outlook Wealth Advisors, LLC
Outlook Wealth Advisors, LLC is a SEC-registered investment adviser headquartered in The Woodlands, Texas. Founded in 2011 as an LLC and registered as an independent RIA in 2018, the firm offers comprehensive wealth management, financial planning, investment management, selection of external investment advisers, and educational seminars, primarily to individuals, families, and small business owners. The firm operates primarily in Texas, Florida, and Oklahoma, with an estimated employee count of 10. It is wholly owned by Outlook Wealth Financial Services, LLC, with principal ownership by J. Allen Neuenschwander, Michael Neuenschwander, and Elsa Cazares, who have worked in financial services since 2000. Outlook Wealth Advisors focuses on helping clients achieve their retirement and legacy goals through tailored financial strategies.
Investment Strategy
Outlook Wealth Advisors employs a holistic approach to wealth management covering retirement planning, investment planning, income planning, tax and distribution strategies, and legacy planning. The firm's investment philosophy centers on capital preservation and growth tailored to individual client objectives. Portfolios are diversified across asset classes including equities, fixed income, and alternative investments such as hedge funds, private equity, and real estate. The firm also offers clients the ability to restrict investments in particular asset classes. Investment management may be discretionary or non-discretionary depending on client needs, with fiduciary responsibilities under ERISA when serving retirement accounts. Minimum portfolio size is generally $250,000, and investment decisions are designed to maximize long-term financial health and legacy outcomes.
Top Holdings
Equity Positions (263)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BMAR | INNOVATOR ETFS TRUST | 5.34% | $20.8M | 423,681 | $42.19 | $49.04 | +$1.9M |
I IVV | ISHARES TR | 5.28% | $20.5M | 33,069 | $506.17 | $620.90 | +$2.4M |
Q QMAR | FIRST TR EXCHNG TRADED FD VI | 4.57% | $17.8M | 573,140 | $26.89 | $30.99 | +$1.9M |
F FMAR | FIRST TR EXCHNG TRADED FD VI | 4.29% | $16.7M | 371,653 | $39.63 | $44.84 | +$1.3M |
Q QQQ | INVESCO QQQ TR | 4.05% | $15.7M | 28,546 | $369.61 | $551.64 | +$2.5M |