Outlook Wealth Advisors, LLC

Elsa Cazares is a CFP® professional with 26 years of experience in financial advising. She has been with Outlook Wealth Advisors, LLC since 1996 and also worked at GF Investment Services, LLC from 2011 to 2018. Outside of her advisory role, she owns rental properties. Outlook Wealth Advisors, LLC provides investment management, financial planning, pension consulting, and educational workshops to individuals, families, and small business owners. The firm offers tailored portfolio construction and fiduciary oversight across multiple offices, managing over $543 million in assets as of December 2024.

Nicholas Castellano is a financial advisor with Outlook Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior work includes roles at Morgan Stanley, Primerica Advisors, and multiple wealth management firms. Outlook Wealth Advisors serves individuals, families, and small business owners by providing financial planning, retirement and pension consulting, and portfolio management. The firm employs a mix of investment approaches and utilizes model portfolios, serving approximately $593.7 million in assets under management.

James Neuenschwander is a CFP® with 39 years of industry experience and serves as Managing Director at Outlook Wealth Advisors, LLC, where he has worked since 2011. Prior to that, he was affiliated with Global Financial Private Capital, LLC and GF Investment Services, LLC. Outside of his advisory role, he co-owns a wholesale and retail consumer products distribution business with his wife, which he has been involved with since 1975. Outlook Wealth Advisors, LLC provides investment management, financial planning, pension consulting, and educational workshops to individuals, families, and small business owners. The firm employs a tailored investment approach that includes portfolio construction with various strategies and regularly offers impersonal educational workshops across its seven offices.

William Graves III is a financial advisor at Outlook Wealth Advisors, LLC with 24 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, Transamerica Capital, and other firms. In addition to his advisory role, he provides employee benefit packages as an independent contractor and supports a tax attorney by gathering and organizing documents for tax planning purposes. Outlook Wealth Advisors serves individuals, families, and small business owners with financial planning, retirement consulting, and portfolio management. The firm uses model portfolios and a variety of investment approaches, offers insurance products through an affiliated entity, and operates multiple offices with educational workshops and local media participation.

Michael Neuenschwander is a CFP® with 25 years of industry experience, currently serving as an advisor at Outlook Wealth Advisors, LLC since 2018. He previously worked at Global Financial Private Capital, LLC and GF Investment Services, LLC. He is also involved as an insurance agent with Outlook Wealth Insurance Services, LLC. Outlook Wealth Advisors, LLC provides investment management, financial planning, pension consulting, and educational workshops to individuals, families, and small business owners. The firm employs a tailored asset allocation process and portfolio construction techniques, including options strategies and third-party sub-adviser oversight, serving a broad client base with over $543 million in assets under management.

Cameron Judy is a financial advisor at Outlook Wealth Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services LLC and New Stone Americas. Outside of his advisory role, he serves as treasurer for The Woodlands College Park High School Golf Booster Club. Outlook Wealth Advisors serves individuals, families, and small business owners with financial planning, retirement consulting, and portfolio management. The firm uses a combination of investment approaches and model portfolios, offers third-party money manager recommendations, and conducts educational workshops while managing approximately $593.7 million in assets.