LIFE AS A "WEALTH STRATEGIST" can seem pretty comfortable these days. Tom Rogerson, for one, makes a nice living, working half the month from his Boston-area home office.

The other half, the senior Wilmington Trust executive might find himself hopscotching between exclusive zip codes, meeting with affluent families at their Palm Beach mansions, Wyoming ranches and other private retreats. Or he might be holding sway at swanky hotels, presenting his wealth-preservation strategies to a roomful of potential clients.

...