Jonathan Amoia

For more than two decades, Jonathan Amoia has guided families and institutions with a steady commitment to excellence in private wealth management. As Founder and Managing Director of Advocate Wealth, he leads a boutique advisory firm that provides integrated financial planning, investment oversight, estate coordination, and succession planning. His leadership is grounded in clarity and discipline, helping clients navigate complexity while building durable strategies that support long-term security and opportunity.

Jonathan focuses on multigenerational families who seek more than financial performance. He works to align wealth with shared values, encouraging purposeful dialogue about responsibility, governance, and legacy. By combining technical expertise with thoughtful facilitation, he helps families prepare future leaders and reduce the risk of misunderstanding or conflict.