Privacy Policy

Effective Date: 6/26/2026

Brew Financial by McIntyre ("Brew Financial," "we," "our," or "us") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and protect your information when you use our website, client portal, Brew AI, the McIntyre Wealth App, and our professional services.

By using our services, you agree to the practices described in this Privacy Policy.

Information We Collect

Depending on the services you use, we may collect the following information:

Personal Information

  • Name
  • Mailing address
  • Email address
  • Phone number
  • Date of birth
  • Government-issued identification (when required)
  • Taxpayer Identification Number (when required for tax services)

Financial Information

  • Income information
  • Tax documents
  • Financial planning information
  • Banking information (when necessary for authorized services)
  • Business financial information

Business Information

  • Business name
  • Employer Identification Number (EIN)
  • Organizational information
  • Business records and supporting documentation

Technical Information

When visiting our website or using our software, we may automatically collect:

  • IP address
  • Browser type
  • Device information
  • Operating system
  • Pages visited
  • Usage statistics
  • Cookies and similar technologies

How We Use Your Information

We use your information to:

  • Provide Wealth Advisory services
  • Prepare and advise on taxes
  • Deliver AI and software services
  • Operate the McIntyre Wealth App
  • Respond to inquiries
  • Schedule appointments
  • Improve our website and software
  • Provide customer support
  • Maintain security
  • Comply with legal and regulatory obligations

We only collect information necessary to provide our services.

Brew AI & Artificial Intelligence

Some interactions may be handled by Brew AI, our proprietary artificial intelligence platform.

Brew AI may process information you voluntarily provide to:

  • Answer questions
  • Schedule appointments
  • Assist with document collection
  • Support client communications
  • Improve customer service
  • Automate administrative tasks

AI-generated responses may be reviewed by authorized Brew Financial personnel to improve service quality, maintain security, or fulfill your request.

We do not use Brew AI to make final financial, tax, or legal decisions on your behalf.

McIntyre Wealth App

The McIntyre Wealth App allows clients to securely manage financial information, upload documents, communicate with Brew Financial, and access financial planning resources.

Information stored within the app is used solely to provide requested services and improve your client experience.

How We Protect Your Information

We implement reasonable administrative, technical, and physical safeguards designed to protect your information, including:

  • Secure cloud infrastructure
  • Encrypted data transmission where applicable
  • Access controls
  • Authentication measures
  • Routine software updates
  • Employee confidentiality obligations

While we work to protect your information, no system can guarantee absolute security.

Information Sharing

We do not sell your personal information.

We may share information only when necessary:

  • With service providers assisting in our operations
  • To comply with legal obligations
  • To respond to lawful governmental requests
  • To protect the rights, property, or safety of Brew Financial, our clients, or others
  • With your authorization

Any third-party service providers are expected to protect your information appropriately.

Cookies & Analytics

Our website may use cookies and similar technologies to:

  • Improve website functionality
  • Remember user preferences
  • Analyze website traffic
  • Enhance user experience

You may disable cookies through your browser settings, although some website features may not function properly.

Data Retention

We retain personal information only for as long as necessary to:

  • Provide our services
  • Meet legal and regulatory requirements
  • Resolve disputes
  • Enforce agreements

Retention periods may vary depending on the type of information and applicable law.

Your Privacy Rights

Depending on where you live, you may have rights to:

  • Request access to your personal information
  • Request corrections to inaccurate information
  • Request deletion of eligible personal information
  • Request restrictions on certain processing activities
  • Withdraw consent where applicable

To exercise these rights, please contact us using the information below.

Third-Party Websites

Our website may contain links to third-party websites or services.

We are not responsible for the privacy practices, security, or content of third-party websites.

Children's Privacy

Our services are not directed toward children under the age of 13.

We do not knowingly collect personal information from children under 13 without appropriate parental or legal guardian consent where required by law.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our services, technology, or legal obligations.

The updated version will be posted on this page with a revised Effective Date.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us.

Brew Financial by McIntyre

Email: info@brewfinancial.com (replace with your preferred email if different)

Website: www.brewfinancial.com (replace with your live website if different)

Your Consent

By accessing or using the Brew Financial website, Brew AI, the McIntyre Wealth App, client portal, or any services provided by Brew Financial, you acknowledge that you have read and understood this Privacy Policy and consent to the collection, use, and protection of your information as described herein.