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Amaral, Kean, MS, CFA, United Success LLC

Wealth Management

830 Morris Tpke, 4th Floor
Short Hills, NJ
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AREA OF OPERATION

Short Hills, NJ

New York, NY

LANGUAGES

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ABOUT THE COMPANY

Kean Amaral - MS in Finance, CFA® - Managing Partner & Chief Investment Officer

Services provided:

  • Investment Management
  • Customized Financial planning
  • Retirement planning - business and personal. 
  • Tax Loss Harvesting
  • Quarterly review and consultation (included)
  • Institutional banking
  • Asset Protection Trusts
  • Advanced tax-sheltered Private Equity and Real Estate Investment Opportunities
Kean is a highly accomplished Senior Portfolio Manager with a distinguished finance and wealth management background. Holding the Chartered Financial Analyst® designation, Kean has demonstrated his expertise and commitment to excellence. His prior experience at prestigious financial institutions such as Merrill Lynch, JPMorgan & Chase, Citi, UBS, and AIG speaks to his extensive knowledge and skill set. With a wealth of experience in private client wealth management, investment banking, debt and equity capital markets, and fixed-income portfolio management, Kean possesses a comprehensive understanding of financial markets and strategies. His track record of success and commitment to delivering exceptional results make him a valuable asset to United Success Wealth Management and its clients.
Investment Advisory Services are offered through United Success LLC, a registered investment advisor.  United Success LLC is located at 830 Morris Tpke,4th Floor, Short Hills, NJ 07078.  Additional information about United Success LLC is available on the SEC’s website at www.adviserinfo.sec.gov.  Insurance products and services are offered and sold through Fortis Brokerage Services, Inc and individually licensed and appointed insurance agents.  Business Consulting and Tax Services are offered through United Success Business Advisors LLC. Please remember that securities cannot be purchased, sold or traded via e-mail or voice message system. Insurance coverage cannot be bound, altered, or cancelled via e-mail or a voice message system.  Please contact your investment advisor representative if there are any changes in your financial situation or investment objectives.  Past performance is no guarantee of future returns.
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