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Jonathan Amoia has dedicated more than twenty years to guiding families through the evolving landscape of private wealth. As Founder and Managing Director of Advocate Wealth, he leads a boutique advisory firm built on integration and precision. His platform delivers strategic financial planning, customized investment oversight, estate and tax coordination, succession and exit advisory, financial heir mentorship, and family office capabilities.…

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2025 Last.year

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Jonathan Amoia has dedicated more than twenty years to guiding families through the evolving landscape of private wealth. As Founder and Managing Director of Advocate Wealth, he leads a boutique advisory firm built on integration and precision. His platform delivers strategic financial planning, customized investment oversight, estate and tax coordination, succession and exit advisory, financial heir mentorship, and family office capabilities.

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