Advocate Wealth

Advocate Wealth was built to provide coordinated financial leadership for families and entrepreneurs with complex balance sheets and long-term responsibilities. The firm was founded by Jonathan Amoia, Managing Director, whose experience includes more than two decades across capital markets, private equity, and wealth management. From its base in Buffalo and its presence in Rochester, Advocate Wealth serves high-net-worth individuals throughout the eastern United States. The firm’s advisory structure is comprehensive and integrated. Services include strategic financial planning, disciplined investment selection and oversight, tax-aware estate coordination, succession and exit planning, financial coaching, family office capabilities, and structured next-generation wealth transitions. Each engagement is organized within a unified framework so that financial, tax, and estate decisions operate in alignment rather than isolation. Clients often seek the firm’s guidance during periods that carry both financial opportunity and operational complexity. Preparing for the sale of a closely held business, navigating leadership succession, managing concentrated equity exposure, planning retirement, or coordinating multigenerational wealth transfers requires structured analysis. Advocate Wealth brings focused experience to exit and succession planning, particularly where family wealth is concentrated in a private enterprise or significant ownership position. Preparation and coordination remain central to helping clients evaluate options with a long-term perspective. A defining element of the firm’s philosophy is identifying the purpose behind accumulated wealth. While portfolio performance and income generation are measurable goals, many families prioritize stewardship, continuity, and preservation of shared values. Advocate Wealth works to understand these priorities and reflect them within financial plans, estate structures, and tax strategies. By integrating these components, the firm aims to support durable outcomes that extend beyond financial metrics. Through partnerships with TritonPoint Partners and Dynasty Financial, Advocate Wealth enhances its research capabilities and operational infrastructure. Working alongside its $125 billion partner, Dynasty Financial, the firm gains access to expanded investment resources and platform support. Clients are offered access to carefully vetted managers, private markets, alternative strategies, and customized portfolio construction aligned with long-term objectives. All recommendations are delivered under a fiduciary standard, emphasizing independence and minimizing conflicts of interest. Investment oversight is closely connected with advanced financial planning. Tax optimization, retirement transitions, charitable giving strategies, estate coordination, and multigenerational wealth alignment are addressed within a cohesive advisory structure. Each recommendation reflects disciplined due diligence and independent evaluation, maintaining consistent attention to risk management and sustainability. The advisory process begins with a detailed understanding of a client’s long-range vision and family priorities. These considerations define the scope of engagement and guide implementation. Portfolios are constructed by carefully selecting managers across public and private markets. Estate and tax planning efforts are coordinated with external legal and accounting professionals to ensure efficiency and continuity. For families seeking centralized oversight of complex financial affairs, Advocate Wealth provides integrated family office services that deliver fiduciary discretion and structured execution. Jonathan Amoia remains directly involved in client relationships. He designs business transition strategies, evaluates public and private investment opportunities, and works with younger generations to strengthen financial literacy and responsible decision-making skills. He holds the CPWA® designation from Yale School of Management and the CEPA® designation from the Exit Planning Institute. He has been recognized on Forbes’ Best-In-State Wealth Advisors lists from 2021 to 2025 and on the Next-Gen list in 2019. He earned an MBA from the William E. Simon Graduate School of Business at the University of Rochester and a BS from SUNY New Paltz, graduating with honors and serving as Student Body President. His ongoing service as a board member of the Buffalo AKG Art Museum, The BISON Children's Scholarship Fund, and The So Loved, along with his role as a trustee of NorthGate Church, reflects sustained engagement in the community alongside his professional responsibilities.