In the 1980’s our founder, Timothy “Tim” Smith, began his career as a Registered Representative with an independent financial planning firm. By 1988, Tim had the foresight to adopt the fee based wealth management model into his practice. Experiencing rapid growth through employing the fiduciary model, In 1995, Tim caught the entrepreneurial bug and formed his own independent financial advisory firm.
By 1997, Tim understood that advisors would need a hybrid solution to accommodate remaining commission based business and created Comprehensive Asset Management & Servicing. Since then, “CAMAS” has been a leading broker dealer who works with over 250 individual advisors and 65 independent fee based financial advisory firms nationwide.
Aurora Private Wealth was founded in 2015 to combat the notion that all financial services firms are created equal and offer an identical approach to wealth management. Within an industry that has experienced rampant change, we find too many advisors are left behind in the wake, and don’t apply modern applications and processes to stay ahead of the curve. This is our story.
With insight and perspective shaped by working with wealthy individuals, and diverse advisors, we appreciate the subtlety and complexity of the lives they lead. Our advisors and affiliates operate with complete control of their own practices, but all share similar values. To drive excellence.
No two people are alike. No two plans are alike. Only after a thorough analysis of your unique set of goals and financial picture do we begin to develop wealth management strategies specifically tailored for you. Whether you are interested in planning for retirement, establishing a steady cash flow, or funding your grandchildren’s education, your plan is customized according to your varied needs and changing circumstances.
Our extensive financial planning services include investment management, cash flow analysis, retirement income planning, tax planning, education funding, estate planning, insurance analysis, strategic goal planning, and many other areas of wealth management. These broad capabilities allow us to take an integrated approach and address both fundamental and complex financial situations with clarity and efficiency. Whenever possible, we also collaborate with your accountant, lawyer, and other professional advisors, or recommend trusted advisors, ensure full, coordinated alignment.
It's your financial future, so an 800-number or Internet search for financial advice or research doesn't cut it. You have a relationship with an advisor who spends time with you to learn what your motivation and biases are and then develops a personalized strategy. No cookie-cutter plans.
Our platform is fully transparent, and we like it that way. We are able to provide unfettered access to continuously monitor things like performance, fees, changes, set meetings from your portal, and get direct access to your advisor with any questions.
1) a business that serves a sophisticated or specialized clientele.
Although large enough to compete with institutional sized firms, we continue to operate a boutique model where each client is equally important and given the same attention.
Our firm is positioned to provide operational mid and back office support that most advisors must perform on their own. By providing these solutions to our advisors, it enables them to focus solely on your needs without distraction and continue to grow without sacrificing service.
Aurora Private Wealth, by design, is not beholden to any institutions, fintech companies, asset management organizations, or service providers. Our advisors hand select the tools, technology and business partners they believe to be the best choice for their practice. Given this freedom, our advisors have no sales quotas, production requirements, or restrictions on their practice.
Your dedicated team of experts will work tirelessly to meet all of your needs. We service advisors and clients nationwide, and we offer extended business hours.