The Future of Wealth Intelligence
Presented to Hollingsworth Design & Mira Systems
"The more wealth someone builds, the more complex, scattered, and exhausting their financial life becomes."
25 years. $165M in assets under management. Built on one principle — and three words.
"This is not a tagline. It is the philosophy I have lived for 25 years — and the architecture IW FiNN was built on."
Troy J. Aucoin · Founder, Aucoin Wealth Management & IW FiNN Solutions
True Wealth Management is Proactive. A PERSONAL CFO IS STRATEGIC.
IW FiNN is not a planning tool or a reporting dashboard. It is a complete FINANCIAL OPERATING SYSTEM — executing 14 layers of intelligence across every dimension of a client's financial life, continuously.
01 Creation
04 Tax Mitigation
05 Market
08 Trading
13 Business Owner
14 Retirement Income
02 Manage
09 Email
10 Asset & Real Estate
11 Debt Intelligence
eMoney Planning
CPA Network
03 Protection
06 Identity
07 DTG Guardians
12 Estate & Legacy
LifeLock Bundle
Triple Lock Protocol™
One login.
Every account.
Every asset.
Every liability.
Every plan.
One source of truth.
Complete immunity to wire fraud and hacked email attacks. Zero-Email / Zero-Text Policy for all account changes. Every material transaction requires human-to-human verbal confirmation. Elder fraud stopped cold.
Every property — primary home, rental, duplex, Airbnb — in its own visual vault. Cash flow, insurance gaps, HELOC velocity modeling, SWOT analysis per property. The full balance sheet. Not just the brokerage account.
Bi-weekly mortgage modeling, HELOC velocity strategy, live rate shopping, and interest deductibility analysis. IW FiNN finds the leverage opportunities hiding inside every client's debt.
Traditional vs. Roth breakeven modeling, RMD avoidance, Social Security timing optimization, withdrawal sequence strategy. The exact tax cost of every path to retirement.
In a world where elder fraud, identity theft, and digital account hijacking are rising every year — IW FiNN built the only human-layer protocol designed to stand between clients and financial crime.
The technology is the platform. The advisors are the execution. Together they become the most complete wealth management firm ever built.
14 intelligences running continuously. The Personal CFO system that monitors, flags, and guides every financial decision.
CFP · CFA · CPA · MBA · P&C Specialist · Medicare/LTC · Real Estate Advisor. Every expert, coordinated in one firm.
True FAMILY OFFICE capability for clients who never had access to it. AWM: "Powered by IW FiNN Technologies."
Closest comp: Savvy Wealth — $1.5B AUM, $72M raised in 2025, 500% growth. IW FiNN starts with existing relationships, existing AUM, and zero outside capital required.
The individual product. Your Personal CFO — 14 intelligences running continuously on your financial life.
$100 · $250 · $599 /mo
The advisor product. Technology + human expert team + AUM management. Concierge wealth management at institutional scale.
SaaS + 75–100 bps AUM
"Powered by IW FiNN Technologies" — the credential that separates every firm inside the network from every firm that isn't.
IW FiNN doesn't reinvent every wheel. It connects the best tools in the industry and puts a single intelligent layer on top of all of them.
Comprehensive financial planning engine. Full advisor access already active through AWM.
Client uploads return → instant Roth analysis, bracket modeling, state tax, and insurance gap analysis. Connects directly to the IW FiNN dashboard.
Text-to-trade workflow. Troy texts the order → Finn places it via API → confirms order number.
FINN ID credential vault. ~$4/mo per client. Every login secured, monitored, and managed.
Identity protection bundled into the Family Office tier. Credit monitoring and lock management for every client.
Live business financials fed directly into Business Owner Intelligence and Tax Mitigation. No more PDFs.
IW FiNN Solutions is an independent technology entity, entirely separate from Raymond James. It scales regardless of custodian.
$100/mo
First 25 — Locked Forever
$250/mo
Full Intelligence Suite + eMoney + Holistiplan Tax Engine
$599/mo
DTG + FINN ID + LifeLock + Full Team Access
Layer 2 (future): AUM management fees 75–100 bps on assets managed through IW FiNN Wealth Advisors.
AWM starts with 190 households and $165M AUM. Partnerships push that toward $300M. The people who can get us to billions are already in the room.
SaaS businesses are valued on a multiple of Annual Recurring Revenue — not profit. Here's why, and what it means for IW FiNN.
"I saw Aaron's dream. I saw their vision — and I went with it."
IW FiNN Solutions did not happen in a boardroom. It happened because one team saw what was possible and committed to building it — together — before there was a roadmap, a valuation, or a guarantee of what it would become.
Between Troy and Chad Aucoin, this platform carries 52 combined years of wealth management experience — and the credibility that only comes from being in the room when it matters most.
In 23 days, we went from a concept to a platform with 14 intelligences, a live website, a deployed command dashboard, a production-ready case study, and a presentation sitting in front of this room.
Hollingsworth Design and Mira Systems are not vendors. They are the reason this exists. That deserves to be recognized in ownership — not just in a service agreement.
Every platform at this stage needs three things: technology, domain expertise, and capital. We have the first two. The third is already in the room.
25 years in financial services. Independent advisor at Edward Jones. First beta user. First believer.
Proposed: 10% equity stake in IW FiNN Solutions in exchange for funding contribution. Brings capital, credibility, and a client network that validates the model from day one.
All equity offers pending formal Operating Agreement amendment and milestone-based vesting schedule (12–24 months). No verbal offers — written agreements first.
A real client. A real situation. Every intelligence working together.
Married couple. $1M+ combined income. S-Corp owner. Licensed realtor. Multiple properties. Four entities. Private investment with state tax credits. Rental property acquisition in progress. $500K+ equity transaction pending.
Real Estate Professional classification potentially unlocking $15K–$40K/yr in deductions. Cost segregation on rental yielding $30K–$50K year-one depreciation. HELOC velocity strategy to accelerate mortgage payoff. Patrick equity transaction needs structuring before money moves or they pay full ordinary income rates.
This is one client. Every AWM client has a version of this story. IW FiNN finds it systematically.
After 25 years in wealth management — experiencing both the complexity clients carry and the frustration of fragmented systems — IW FiNN was born. Not from a boardroom. From the field.
"I created it. I will manage it. I will protect it."
Founder & President — IW FiNN Solutions, LLC
Infinity Weaver Financial Intelligence Network
Your Client's Personal CFO.