brand strategy + management
Generosity Wealth Management
case study
Background
For more than thirteen years, intraMuse Creative has been a trusted branding and marketing partner of Generosity Wealth Management —an enduring collaboration built on shared values of purpose, integrity, and meaningful impact. Founded by financial advisor Michael Brady, Generosity Wealth Management helps clients align wealth with purpose—creating personalized strategies that go beyond accumulation to build lives of fulfillment, freedom, and generosity.
What began as a marketing partnership has evolved into a true creative alliance. Together, we’ve guided Generosity Wealth Management through multiple brand evolutions—each one reflecting their growth, innovation, and renewed commitment to serving clients with authenticity. From early website redesigns and video storytelling to the development of digital newsletters and client communication strategies, every project has centered on one goal: helping GWM live out their mission of “Aligning Wealth with Purpose & Possibility.”
SERVICES
- brand strategy + management
- brand evolution with web design
- mission, vision, & values workshop
- communications strategy
- purpose-driven branding & marketing
- connecting authentically through video & storytelling
Most recently, our collaboration has expanded into the creation of the Generosity Group—a brand family that unites wealth management, estate planning, and business exit planning under one visionary umbrella. Through our Mission, Vision, and Values Workshop, we helped Michael and his team rediscover the heart behind their work—clarifying what makes their approach unique and reigniting the passion that drives their firm’s client relationships.
At its core, this partnership is about more than marketing. It’s about building a legacy—one rooted in trust, creativity, and the belief that business can be a powerful force for good. Together, we’ve transformed not just a brand, but an entire narrative around what it means to live—and give—generously.
More Than Marketing — A Mission in Motion
Purpose-Led, Client-Focused, Creatively Expressed
Each year, Generosity Wealth Management celebrates the birthdays of its extended community—a group that includes clients, friends, family, and partners—by sending thoughtful, themed birthday boxes. Every package is curated to spark joy and connection, often featuring small gifts, handwritten notes, and a donation to a charitable organization chosen to reflect the year’s theme. From supporting animal welfare to promoting unity and peace, these gifts embody GWM’s belief that generosity is more than a financial value—it’s a way of life.
Generosity Wealth Management extends its mission beyond words, embodying its “Live Generously” philosophy through thoughtful branded merchandise. From custom embroidered vests to classic caps, each piece designed with IntraMuse Creative reinforces the firm’s identity, builds connection, and turns everyday wear into a reminder of purpose, generosity, and shared values.
“Sara is fabulous to work with. She does her best to understand you & your business so that she can best support and assist you with achieving your goals. The way she has woven our company’s core beliefs into every aspect of our marketing has made a huge difference in our prospecting and client retention. She has taken a huge load off of our team; we are so grateful to have her.”
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About Us
intraMuse Creative helps brands move with clarity.
We align strategy with identity—crafting brand experiences rooted in purpose, not just marketing trends. Every move we make is intentional, every message in tune with your mission. Because when your brand is in harmony, everything else flows.