Timothy L. Smith, CFP

Multimillionaire Wealth Advisor Shares How To Do Savvy Investing With High Returns And Lower Risk - Timothy L. Smith and Lily Patrascu

Timothy Smith manages between $3 to $10 million in assets per client and oversees a firm with over 100 advisors across 35 U.S. states generating eight figures in business. He specializes in helping conservative investors—primarily over the age of 55—achieve market or better returns with lower risk using structured notes and customized structured positions. Tim’s strategy reduces downside exposure while retaining upside potential, making it ideal for those seeking protection without sacrificing growth. As the founder of Aurora Private Wealth and host of the Financial Dad podcast, he focuses on aligning wealth with purpose and long-term financial security.

About The Guest

Timothy L. Smith, CFP®, is a mission-driven wealth advisor, author, and the founder of Aurora Private Wealth. With over two decades of experience helping high-earning creatives, influencers, and entrepreneurs grow, protect, and align their wealth with their purpose, Tim brings a fresh perspective to financial success. He's also the co-host of The Financial Dad podcast, where he champions financial literacy, exposes fraud in the industry, and empowers clients to invest with intention. Tim blends traditional financial wisdom with a transformative, values-based approach to help clients build legacies, not just portfolios.

For More Info About Timothy L. Smith, visit:

LinkedIn: https://www.linkedin.com/in/timothy-l-smith-cfp-r-b1293443/

Facebook: https://www.facebook.com/auroraprivatewealth

Instagram: https://www.instagram.com/thefinancialdad_/

Website: https://www.aurorapw.com/

Timestamp

00:00 Introduction to Savvy Investing

00:44 Tim's Investing Approach

01:06 Managing Market Risk

01:34 Understanding Structured Notes

03:23 More on Investing Methods

06:55 Aurora Private Wealth's Philosophy

08:37 Evolution of Investment Strategies

10:41 Aurora's Services and Structure

12:18 Investors: Finding the Right Fit

18:37 Secrets to Long-Term Success

About The Host

Lily Patrascu is an ultra-creative book publisher and personal brand strategist for thought leaders, CEOs, luxury influencers. As an influencer, bestselling author, copywriter, global speaker, she supports busy entrepreneurs to find their message and share it with millions of people.

Feel free to connect with me or find out more about my book publishing/influential entrepreneur events/speaking/ projects here: https://linktr.ee/lilypatrascu & www.lily.global I am launching a few collaborative books: on property wealth strategies, confidence, millionaire secrets, health tools, AI, and seeking influencers with large communities to promote their expertise with the books. I can help you write/ghostwrite and publish your books in 90 days. Message me (Lily) on +447557351222 to collaborate.

If you want to be featured on this podcast, and you're a successful entrepreneur able to share about how you grew your company, book your spot here: www.lily.global/podcast -

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Awakened Titans Podcast - with Lily Patrascu shares mindblowing conversations with influential business titans so you can manifest abundance, love, joy, success, through exponential business growth, innovative products and services, time/money management, property investment, funding, startups, quantum awakening, quantum manifestation, quantum healing, quantum miracles, motivation, high achiever habits and more!