New York-based wealth advisor Jennie Sowers caters almost exclusively to entertainers, so the logistics of her job are frequently atypical. For example, she was interviewed for this article by phone from a client’s hotel suite while the client was off doing press for a movie. “We’ve built an entire business where [being flexible] is the norm for us,” explains Sowers, who manages $1.26 billion at Corient.

In our interview, Sowers discussed the demands and rewards of serving those in the entertainment industry, including celebrities….