π¦
Total Debt
~$240,000 on file
Dow Jones
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S&P 500
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Nasdaq
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Russell 2000
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Investments
Investment Account
Tap to connect
π Open RJ Portal
Hedge Intelligence
Buildout Started
Daily overlay for stretched winners, collars, buffers, stops, and rate/income risk.
Daily report template live
Social Media Marketing
Create Β· Manage Β· Protect
Campaign hub for high-net-worth prospects: tax efficiency, relationship management, estate planning, cyber protection, and consolidated client intelligence.
HNW acquisition
Video scripts
RJ story
Banking
Quick Access
π¦ Hancock Whitney Tap to log in
π¦ First American Bank Tap to log in
Balances pending login
Real Estate
Property Network
Primary residence, rentals, property taxes, docs & utilities
2917 Lexington Lakes Ave
Primary Residence Β· Est. value $825,000 Β· CMA Mar 2026
13927 Park Terrace Dr
Rental Β· Closed May 2026 Β· Cash purchase Β· Docs pending vault
Laurel Lakes Property
2024 EBR property tax notice Β· Pay amount $959.10 by Mar 31, 2025 Β· Property #36307
Property file updated
Loans & Debt
Total Owed
β
Status
Awaiting Connection
π
Flagstar Bank
Home Loan Β· Primary Residence
β
balance
π
GM Financial (GMAC)
Troy Β· $1,321.00/mo Β· AutoPay Β· AWM Whitney
β
balance
π
GM Financial
Elizabeth Β· Vehicle Loan
β
balance
π
Bank of America
RV Loan
β
balance
π¦
First American Bank
Lot Loan
β
balance
ποΈ
Rental Property Loan
13927 Park Terrace Dr Β· 7.25% / 30yr
~$240,000
on file
Update Balances Manually
Flagstar Home
GM Financial (Troy)
GM Financial (Eliz)
BofA RV
First American Lot
Credit & Spend
Quick Access
π³ American Express Tap to log in
π¦ Amazon Orders & tracking via Gmail
Spend tracking via Gmail soon
Ventures & Investments
π Hou-Bat LLC
Spanish Town Mardi Gras Float · Baton Rouge, LA
Expenses & reimbursements tracked · Next parade: Spring 2027
π¦ CreamJoy
Private Investment · Invention
Status: Active · Details on file
Troy / Finn Messages
9,186 Total
Updated June 30
Services
Household Services
πΊ Streaming & Subscriptions Primary residence
π‘ Property Utilities Power, water, internet, security
π‘ Property Bills Taxes, insurance, HOA
Service tracker staged
Email
Quick Access
π§ Outlook troyjaucoin@outlook.com
π§ Gmail troyjaucoin@gmail.com
π§ Gmail bigtee298@gmail.com
Triage coming soon
Marketing Campaign Blueprint
Purpose Beyond Portfolios
Position Oak Point Wealth Management / Aucoin Wealth Management as the firm for clients who need more than money management: tax-aware planning, relationship coordination, risk protection, estate guidance, and technology that consolidates the whole picture.
- Core message: advisors should manage more than investmentsLead
- Proof point: tax efficiency in non-qualified portfoliosCreate
- Proof point: insurance, estate, Medicare/LTC, P&C coordinationManage
- Proof point: cybersecurity + IW FINN consolidated intelligenceProtect
Video / Social Assets
- 30-sec commercial: βWhy I left the corporate modelβ β independence, Raymond James platform, client-first planning.
- Client story post: scattered taxable portfolio β tax-aware, coordinated household strategy.
- Patrick segment: portfolio discipline, planning depth, and Baton Rouge team expansion.
- IW FINN screenshot series: consolidated assets, risk alerts, document vault, hedge/tax intelligence.
Campaign staged
Active Projects
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IW FINN LLC β Formation50% β Filed β
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IW FINN Dashboard β Deploy80% β Waiting on Mira / Tunnel Token
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Onyx VIP Ride β Brand + Site60%
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AWMRA β Realignment 202625%
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Hire AWM Assistant β Posting Tomorrow30%
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St. George Wealth Advisors15% β Lunch Apr 13
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Apr 18 Tailgate Launch β Logistics40%
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Blue Onyx Storage Facility15%
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Hou-Bat LLC β Spanish Town Float100% β
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CreamJoy β Private Investment100% β
Upcoming Events
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NEXT UP β π° Raymond James National Conference · Aria Las Vegas · Flight info pending
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May 9 β π Auto policy XXXX48669 renewal · Allstate / Platinum Insurance · Review before
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Laurel Lakes 2024 β π‘ EBR property tax notice on file · Pay amount $959.10 · Property #36307
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May 2026 β π FINN ID Pilot Launch · 5 Tier A clients · @iwfinn.com emails + credential vaults
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Nov 12 β π AWM Annual Client Event · Drusilla · Venue contract, theme, catering, Blue Onyx transport
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Completed β Apr 18 Tailgate β · Apr 21 Pickleball β · Apr 22 Golf Day β