A complete list of active advisors currently associated with United Success Wealth Management

Warmer can help you find a great advisor at United Success Wealth Management or one who fits your needs even better.

United Success Wealth Management provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, trusts and estates, business owners, and corporate entities. The firm offers both discretionary and non-discretionary portfolio management, standalone financial plans, and public educational seminars and webinars. Investment decisions are informed by a mix of fundamental, technical, macroeconomic analysis and Modern Portfolio Theory to construct customized, diversified portfolios that the firm describes as dynamic and unconstrained. For select clients, USWM implements an options overlay (covered calls and cash‑secured puts), uses derivatives in managed accounts, and may include limited alternative investments such as REITs or private placements to manage risk or enhance yield. Notable operational and conflict-of-interest disclosures distinguish the firm from many peers: the firm’s principal maintains affiliated businesses that provide insurance and accounting/tax services and an affiliated insurance agency through which advisors may receive commissions, and the firm’s owner also holds the office property and engages an affiliated marketing company. The firm emphasizes disclosure and client choice to manage these relationships, provides itemized fee invoices and quarterly personalized reviews, and retains all client custody at a single institutional custodian.

To learn more about the advisors currently working at United Success Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse United Success Wealth Management's office locations.

Name	Location	Years of experience
Kean Amaral	Short Hills, NJ	20
Samia Mahnoor	Chatham, NJ	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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