Advocate Wealth has joined TritonPoint Partners as the Buffalo-based advisory practice of Managing Director and founder Jonathan Amoia, expanding TritonPoint’s footprint in the U.S. Northeast and adding an advisor focused on business-owner and multigenerational planning.
TritonPoint said Amoia manages approximately $300 million in client assets for business owners and multigenerational families. The firm positioned the move as part of a broader push to build a national advisory team capable of handling complex, ultra-high-net-worth planning needs, including estate strategy, business planning, and pre-transaction design for closely held businesses.
“Jonathan has built his career on long-term strategic planning and advice for business owners and multigenerational families, taking his role as a fiduciary very seriously as their financial advocate,” TritonPoint CEO Harold Hughes said. Hughes added that Amoia brings the experience and discipline to help clients navigate complex decisions and build long-term wealth strategies.
Amoia said TritonPoint’s independent model and platform resources were key drivers behind the decision, citing the firm’s collaborative culture, advice resources, open-architecture investment opportunities, and depth in private markets. “They understand what families need from an advisor,” he said, adding that the firm’s capabilities around private markets and holistic advice coordination would support more comprehensive, client-specific solutions.
Before joining TritonPoint, Amoia served as Partner and Managing Director at Sand Hill Investment Management. TritonPoint said his background includes coordinating wealth and business planning alongside legal and accounting professionals, with an emphasis on implementing structures designed for ultra-high-net-worth clients and business owners. Amoia holds the Certified Private Wealth Advisor and Certified Exit Planning Advisor designations, and also holds a Certified Block Chain and Digital Assets advisor designation.
TritonPoint characterized the addition as consistent with recent growth initiatives, citing a partnership with Quotient Wealth and Opto Investments to broaden client access to private markets, as well as additional advisor hires. The firm is powered by Dynasty Financial Partners, which provides operational infrastructure and institutional-level support designed to help independent advisory firms scale.
“We are building a national team capable of managing financial complexity for our clients in an intentional and entrepreneurial environment,” Hughes said. “Jonathan exemplifies that caliber of advisor.”
TritonPoint said it operates as an independent advisory firm with a multi-custodial, open-architecture model and an alternatives platform aimed at helping advisors customize investment approaches. The firm’s leadership team spans wealth management, estate and succession planning, asset management, operations, and investment strategy.
KEY QUOTES
“Jonathan has built his career on long-term strategic planning and advice for business owners and multigenerational families, taking his role as a fiduciary very seriously as their financial advocate. He has the experience and discipline to guide clients through complex financial decisions and help them build wealth strategies for the long term.”
“We are building a national team capable of managing financial complexity for our clients in an intentional and entrepreneurial environment. Jonathan exemplifies that caliber of advisor.”
Harold Hughes, CEO, TritonPoint Partners
“They understand what families need from an advisor. The depth of resources here, especially around private markets and holistic advice coordination, creates an environment where I can deliver comprehensive, client-specific solutions.”
Jonathan Amoia, Managing Director, TritonPoint Partners; Founder, Advocate Wealth
Harold Hughes, CEO, TritonPoint Partners
