About
Jonathan Amoia has spent more than two decades advising affluent families and business owners, focusing on clarity, stewardship, and disciplined strategy. As Founder and Managing Director of Advocate Wealth, he leads a private wealth firm that offers coordinated financial planning, investment management, estate alignment, succession planning, and family office services tailored to complex, evolving needs. He views wealth as a tool for impact, continuity, and responsibility. Jonathan works with multigenerational families to define purpose, strengthen communication, and establish governance structures that promote long-term cohesion.
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