Outlook Wealth Advisors, LLC

Outlook Wealth Advisors, LLC is a registered investment advisor based in The Woodlands, Texas, established in 2011 and operating in Texas, Florida, and Oklahoma. The firm offers wealth management services, financial planning, investment management, and educational seminars. Clients receive ongoing portfolio management services on a discretionary basis, with a minimum initial investment of $250,000. Financial planning services are provided on a non-discretionary basis, with fees ranging from $2550 to $5,000 or hourly rates of $200 to $400. OWA may recommend third-party advisors for asset management, and clients have the option to introduce restrictions on investing in certain asset classes. The firm does not charge performance-based fees, conducts annual reviews of client accounts, and does not vote proxies on behalf of clients. OWA receives soft dollar benefits from custodians and may recommend the use of Fidelity or American Funds for brokerage services. The firm does not hold physical custody of client funds. Clients may grant OWA investment discretion, allowing the firm to make investment decisions without seeking client consent for each transaction. OWA does not directly or indirectly compensate individuals for client referrals and has no disciplinary events to report.