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Financial Planning
Thoughtful advice and planning shaped around each family’s distinct circumstances, long-term needs and broader purpose.
Private Wealth Leadership
Jonathan Amoia, Founder & Managing Director of Advocate Wealth
For over two decades, Jonathan Amoia has brought professionalism and leadership to diverse roles across the financial industry—helping families approach wealth with greater purpose, preparation and long-term perspective.
More About Jonathan Amoia
Intergenerational Wealth Strategy
Family Enterprise Guidance
Private Wealth Leadership
20+
Years in the financial industry
60+
Institutional clients at Citigroup
$1T+
Investable assets represented
CPWA®
Certified private wealth advisor
Integrated Focus
Thoughtful guidance for complex wealth.
As Founder and Managing Director at Advocate Wealth, Jonathan leads a private wealth boutique offering comprehensive, integrated services for families, entrepreneurs and future generations.
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Investment Oversight
Curated investment selection supported by ongoing oversight within a comprehensive private wealth framework.
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Estate Coordination
Estate coordination approached with tax awareness, family circumstances and long-term wealth transitions in view.
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Succession Planning
Planning for business succession, ownership transitions and the complex decisions that accompany an eventual exit.
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Heir Preparation
Helping future generations understand financial responsibility and the values and purposes connected to family assets.
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Family Office Solutions
Integrated family office support and thoughtful preparation for next-generation wealth transitions.
A Mission Beyond Finance
Preparing wealth for a greater purpose.
Jonathan is committed to helping families navigate intergenerational wealth planning and the deeper questions of ultimate purpose and potential conflict that can arise within multi-generational high-net-worth families.
Guiding Commitments
Leadership through responsibility and service.
Across education, global banking and private wealth management, Jonathan’s work reflects a consistent focus on principled leadership, personalized strategy and thoughtful preparation for future generations.
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Purpose First
Addressing the deeper purpose behind family wealth alongside its financial structure and long-term potential.
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Tailored Strategy
Helping clients address unique circumstances through strategies developed around their specific needs.
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Generational Insight
Supporting future generations in understanding the values and purposes connected to family assets.
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Dedicated Service
Bringing professionalism, responsibility and committed service to both client families and the local community.
Jonathan Amoia
Leadership, markets and service.
For over two decades, Jonathan Amoia has demonstrated professionalism and leadership across diverse roles in the financial industry. At Advocate Wealth, he brings strategic financial advice, investment oversight, tax-aware estate coordination, succession planning, financial heir coaching and family office solutions into an integrated approach.
His leadership journey began at SUNY New Paltz, where he served as Student Body President and earned his B.S. with honors. He later earned an MBA from the William E. Simon Graduate School of Business at the University of Rochester.
Jonathan entered financial services with Citigroup, managing trading responsibilities for more than 60 institutional clients representing over one trillion dollars of investable assets. That global banking experience established a foundation for the more significant private wealth leadership roles that followed.
In 2014, Jonathan joined Sandhill as a Partner and Managing Director. His work focused on helping clients address unique circumstances through personalized strategies—supporting wealth generation while helping future generations understand the values and purposes connected to family assets.
Professional Journey
Experience across every stage.
Each chapter strengthened Jonathan’s ability to approach complex wealth with professional discipline, personal understanding and generational perspective.
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SUNY New Paltz
Student Body President; B.S. earned with honors, establishing an early foundation of responsibility and dedicated service.
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University of Rochester
MBA from the William E. Simon Graduate School of Business.
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Citigroup
Trading responsibilities for more than 60 institutional clients representing over one trillion dollars of investable assets.
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Sandhill
Partner and Managing Director beginning in 2014, helping clients address their unique circumstances through personalized strategies.
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Advocate Wealth
Founder and Managing Director of a private wealth boutique focused on integrated guidance and thoughtful next-generation wealth transitions.
Expertise & Recognition
Expertise built over time.
Jonathan has continued to build expertise in private wealth management for entrepreneurial families while earning professional recognition for his work in the financial industry.
CPWA®
Certified Private Wealth Advisor®
Designation earned through the Yale School of Management.
CEPA®
Certified Exit Planning Advisor
Designation earned through the Exit Planning Institute.
Forbes
Best-In-State Recognition
Next-Gen Best-In-State Wealth Advisors in 2019 and Best-In-State Wealth Advisors in 2021 and 2023.
Community & Commitment
Professional insight. Committed service.
Alongside his professional responsibilities, Jonathan serves his local community of Buffalo, New York, including service as a board member for several local organizations.
His dedication to wealth management and steadfast commitment to community reflect a career consistently anchored in thoughtful leadership and service.
Jonathan Amoia
from the blog
