Advocate Wealth • United States of America

Advocate Wealth is a private wealth advisory boutique founded by Jonathan Amoia, Managing Director, who brings more than twenty years of experience spanning capital markets, private equity, and wealth management. The firm is headquartered in Buffalo, New York, and also maintains a presence in Rochester. Advocate Wealth works with high-net-worth individuals, families, and entrepreneurs primarily across the eastern United States, offering thoughtful financial guidance tailored to the complex needs of clients who seek a highly personalized advisory relationship.

The firm focuses on delivering integrated wealth management solutions designed to support long-term financial clarity and stability. Its services include comprehensive financial planning, investment selection and oversight, coordination of tax-aware estate strategies, business succession and exit planning, financial coaching, and family office support. Advocate Wealth also assists families with preparing the next generation to manage and preserve wealth responsibly. By aligning these services within a unified framework, the firm seeks to provide clients with a cohesive approach that supports both financial goals and family values.

Advocate Wealth is known for working closely with individuals and families who face complex financial decisions, particularly those related to business ownership, liquidity events, and multigenerational wealth planning. The firm approaches these pivotal moments with a strong emphasis on strategic thinking, disciplined analysis, and a commitment to understanding each client’s long-term vision. Rather than focusing solely on financial outcomes, Advocate Wealth aims to help clients define the broader purpose behind their wealth and use that understanding to guide planning and investment decisions.

Through its relationship with TritonPoint Partners and Dynasty Financial Partners, Advocate Wealth has access to a wide range of investment resources and capabilities. Dynasty Financial, which supports partner firms with extensive infrastructure and research resources, plays a key role in helping Advocate Wealth deliver curated investment strategies. This structure enables the firm to explore opportunities across public markets, private investments, and alternative strategies while maintaining an independent and fiduciary-focused perspective. Portfolio construction and manager selection are carried out with careful evaluation and ongoing oversight, ensuring that each investment aligns with the client’s objectives and risk considerations.

Financial planning at Advocate Wealth extends beyond portfolio management. The firm integrates tax considerations, estate coordination, retirement planning, philanthropic strategies, and family governance discussions into a comprehensive planning process. In many cases, the firm collaborates with a client’s existing legal and tax professionals to ensure that every element of the financial strategy works together effectively. This collaborative approach helps maintain consistency between financial decisions, family priorities, and long-term legacy objectives.

Founder Jonathan Amoia plays an active role in guiding the firm’s advisory philosophy and client relationships. His experience across investment management and strategic planning informs the firm’s focus on thoughtful decision-making and careful stewardship of family wealth. Amoia is also dedicated to helping families prepare younger generations for future financial responsibility by encouraging financial literacy, disciplined judgment, and an appreciation for the values that underpin family wealth.

Amoia holds the Certified Private Wealth Advisor® (CPWA®) designation from the Yale School of Management and the Certified Exit Planning Advisor® (CEPA®) designation from the Exit Planning Institute. He earned an MBA from the William E. Simon Graduate School of Business at the University of Rochester and a Bachelor of Science degree from SUNY New Paltz, where he graduated with honors and served as Student Body President.

In addition to his professional work, Amoia is engaged in community initiatives in Buffalo. He serves as a board member of the Buffalo AKG Art Museum, The BISON Children's Scholarship Fund, and The So Loved, and he is also a trustee of NorthGate Church. Through Advocate Wealth, he continues to focus on building a firm dedicated to thoughtful guidance, disciplined investment practices, and long-term stewardship for the families it serves.