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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 24 years, 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
24 YEARS
In the financial industry
FORBES SHOOK
Best Next-Gen Advisor, 2019
BEST-IN-STATE
2021, 2023, 2025 & 2026
40 UNDER 40
Buffalo Business First Recipient
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.
With more than two decades of experience across capital markets, private equity, wealth management, and entrepreneurship, Jonathan brings an uncommon breadth and depth to the stewardship of exceptional family wealth. His passion lies in identifying the exact challenges confronting clients and their families, then constructing tailored strategies that address particular circumstances with precision and foresight.
Jonathan specializes in serving multigenerational entrepreneurial families, taking a hands-on approach to designing business succession and transition plans, evaluating public and private investment opportunities, and ensuring that every decision advances both financial objectives and the broader family purpose. He is equally committed to the intergenerational transfer of character, while actively guiding children and grandchildren in financial acumen, and instilling a clear understanding of the intended stewardship of family assets.
A Certified Private Wealth Advisor® (CPWA®) designee through the Yale School of Management, Jonathan also holds designations as a Certified Exit Planning Advisor (CEPA®) and is Certified in Blockchain and Digital Assets (CBDA®). His professional excellence has been recognized by Forbes SHOOK, including recognition as a Best Next-Gen Advisor in 2019 and inclusion among Forbes Best-In-State Wealth Advisors in 2021, 2023, 2025 and 2026.
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
Best Next-Gen Advisor in 2019 and Best-In-State Wealth Advisor in 2021, 2023, 2025 and 2026.
Community & Commitment
Professional insight. Committed service.
Alongside his professional responsibilities, Jonathan maintains a strong connection to the Buffalo, New York community and has been recognized as a Buffalo Business First 40 Under 40 recipient.
His dedication to wealth management and steadfast commitment to community reflect a career consistently anchored in thoughtful leadership and service.
Jonathan Amoia
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