Michael Neuenschwander Email & Phone Number

A native Houstonian, Michael graduated from Texas A&M University with a Bachelor’s degree in accounting and a Master’s degree in finance. Grounded in the principles of his training as a CPA and CFP® and with nearly 20 years’ experience, Michael designs forward-thinking, tax-efficient investment strategies for retirees and specializes in complex situations unique to high-net worth families.While predicting the unpredictable is impossible, Michael’s holistic, in-depth planning approach covers as many bases as possible to help you create a retirement strategy that addresses a variety of potential risks, taxes and provides sustainable income streams for the length of your retirement. From tax-efficient strategies to investment advice to protecting some of your assets, building a fiscal house to help support your lifestyle and long-term financial goals is his priority.Michael is proud to serve as a fiduciary, building trust with his clients through due diligence, integrity and transparency. He helps individuals and business clients turn the complex components of wealth management into easy-to-understand solutions for protecting and preserving their wealth while minimizing tax exposure. An educator at heart, he has written for Forbes and Kiplinger’s magazine, is co-author of “Retire Abundantly,” was a featured radio talk-show host and is often featured on Houston’s Fox 26 News.Michael married his high school sweetheart, Rachel, and they are raising their two beautiful children, Ella and Hudson. He is a car enthusiast and enjoys home improvement projects and getaways to the beach or lake, as well as an occasional winter vacation to the mountains for skiing. Of course, no fall would be complete without at least several trips back to College Station to attend an Aggie football game with friends.To learn more about Michael and Outlook Wealth Advisors, LLC please visit https://outlookwealth.com/Investment advisory services offered through Outlook Wealth Advisors, LLC, an SEC registered investment adviser. Insurance products offered separately through Outlook Wealth Insurance Services, LLC.We are not permitted to offer, and no statement contained herein shall constitute legal advice. You should consult a legal professional prior to making decisions on such matters.

Listed skills include Investments, Retirement Planning, Negotiation, Strategic Planning, and 44 others.

• 

  Texas A&M University

  Finance