We don’t just “advise”—we help you create a structured financial system.
What we focus on:
- Long-term financial planning
- Income organization & structure
- Wealth-building strategies
- Risk awareness & protection
Translation: You stop guessing and start moving with direction.
What Wealth Advising Means Here
Wealth advising at Brew focuses on helping you organize, protect, and plan your financial life with intention.
Our role is to help you understand how your income, taxes, assets, businesses, and long-term goals work together—so you can move forward with confidence.
We provide:
-
Strategic wealth planning and coordination
-
Long-term financial guidance and scenario planning
-
Asset and account organization
-
Tax-aware planning and timing strategies
-
Business and personal wealth alignment
-
Ongoing advisory conversations—not one-time meetings
All advisory services are delivered privately through our secure virtual office.
Who This Is For
Our Wealth Advising service is ideal for:
-
Individuals and families seeking long-term financial clarity
-
Entrepreneurs and business owners managing personal and business finances
-
Professionals preparing for future transitions
-
Clients who value structure, discretion, and proactive planning
If you want someone in your corner helping you think ahead—not just react—this service is built for you.
Our Advisory Approach
We believe wealth is built through discipline, planning, and consistency.
Our approach emphasizes:
-
Education-first guidance
-
Traditional financial principles
-
Thoughtful, measured decision-making
-
Long-term relationships over quick fixes
We help members understand the why behind every decision so they are empowered—not dependent.
McIntyre Wealth Software
As part of our private advisory experience, members receive access to McIntyre Wealth Software—our secure, centralized digital platform designed to bring clarity and organization to your entire financial life.
McIntyre Wealth Software serves as your private advisory hub, allowing you to:
-
View and organize financial information in one place
-
Securely upload and store important documents
-
Track accounts, obligations, and planning notes
-
Communicate privately with your advisory team
-
Maintain continuity and organization year over year
This platform is not a budgeting app or trading tool. It is a wealth organization and advisory support system, built to support long-term planning, documentation, and informed decision-making.
By combining traditional advisory principles with modern technology, McIntyre Wealth Software ensures your financial life stays structured, accessible, and protected—without sacrificing discretion.
Membership-Based Access
Wealth Advising is available through our private membership plans:
-
Individual Plan – Foundational advisory access for individuals and families
-
Entrepreneur Plan – Expanded advisory support for business owners
-
Executive Plan – Private, application-based advisory for complex planning needs
Membership ensures continuity, priority access, and a dedicated advisory relationship.
Individual Plan
Starting at
$149 Per Year
✅ Tax Preparation ($39.99Yr)
✅Tax Consultations (Included)
✅Complex Return $119.99
✅Wealth Advisory (Included)
✅General Advisory (Included)
✅Notary Service (Included)
✅McIntyre Wealth Software (Included)
✅ McIntyre Legacy44 Doc Prep
Platform (Included)
Entrepreneur Plan
Starting at
$119 Every Quarter
✅ Tax Preparation $99.99
✅Tax Consultations (Included)
✅Bookkeeper -$19.99 Every 4 months
✅McIntyre LedgerWorks (Included)
✅Wealth Advisor $45.99 Every quarter
✅General Advisory (Included)
✅Business Advisory (Included)
✅Notary Service (Included)
✅Priority Support (Included)
✅ McIntyre Legacy44 Doc Prep
Platform (Included)
✅McIntyre Wealth Software (Included)
Executive Plan
Starting at
Monthly $165.00
✅Tax Preparation (Included)
✅Tax Consultations (Included)
✅Bookkeeper (Included)
✅McIntyre LedgerWorks (Included)
✅Tax Consultations (Included)
✅Wealth Advisor (Included)
✅General Advisory (Included)
✅Business Advisory (Included)
✅Notary Service (Included)
✅Priority Support (Included)
✅ McIntyre Legacy44 Doc
Prep Platform (Included)
✅McIntyre Wealth Software (Included)
Important Disclosure
Brew provides wealth advising and financial education. We do not provide investment brokerage services or sell financial products. Any discussions involving financial strategies are for educational and planning purposes only.
No holding back
But Pushing You!
Just like a true friend, we’ll support you in pursuing your goals and seeing your ideas through to the end. However, this also means your wealth advisor will provide honest advice, even if it’s tough to hear.
Your Dream
Please Review Disclaimer, Links and images provided by our Partners,