Sarah Mouser Quoted in Barrons – Wealth Management Teams
In Barron’s recent article on the evolution of wealth management teams, Sarah Mouser of Verdence Capital Advisors offers a clear perspective: bigger teams, when managed well, can deliver better outcomes for clients.
As Managing Director of Financial Planning at Verdence, Mouser explains that larger teams bring depth of expertise and operational consistency. “Clients can benefit from the operational side of things, and also in the depth of subject matter expertise,” she says. Bigger teams are better equipped to offer alternative investments, advanced tax strategies, and seamless service across all points of contact.
But Mouser also notes the risks. Growing wealth management teams too fast or getting too big can mean less attention for clients. “As firms scale, that is one of those ways you can start to lose a boutique feel,” she cautions. For example, smaller accounts may get passed down to junior advisors, and decision-making can become slower.
Verdence is a good example of how to scale without losing sight of the client. According to Mouser, a strong process and structure mean that when a client refers a friend, “they’re going to receive an experience like you received.” Consistency, depth, and care remain at the core.
Her comments reinforce the importance of intentional growth—balancing scale with personal service—something Verdence takes seriously in serving ultra-affluent families.
This article explores how today’s top wealth management teams are navigating growth while maintaining a boutique feel. It covers the shift to team-based models, the benefits of operational efficiency, and the rise of specialized services like tax strategy. Also includes alternative investments, and succession planning. Key topics include how firms are scaling up without sacrificing personalized service, delivering holistic advice, and expanding access to private equity and family office services—all while addressing the evolving needs of multigenerational clients.
