Advocate Wealth

Advocate Wealth was formed to provide disciplined, fiduciary guidance to families and entrepreneurs managing substantial financial complexity. Founded by Jonathan Amoia, Managing Director, the firm reflects more than two decades of professional experience across capital markets, private equity, and wealth management. Headquartered in Buffalo, with a presence in Rochester, Advocate Wealth serves high-net-worth individuals and families across the eastern United States.

The firm delivers comprehensive advisory services structured around long-term alignment. Its work includes detailed financial planning, investment selection and oversight, estate and tax coordination, succession and exit planning, financial coaching, family office support, and generational wealth transition planning. Each component is integrated into a single strategy so that investment decisions, tax considerations, and estate structures operate cohesively rather than independently.

Clients often engage Advocate Wealth during periods that require careful judgment. Liquidity events, ownership transitions, concentrated equity exposure, and intergenerational wealth transfers present both opportunity and risk. The firm has developed experience in exit and succession planning, particularly where wealth is concentrated in a closely held business or significant public company position. By planning early and coordinating across advisory disciplines, the firm helps clients prepare for outcomes that align with their broader objectives.

A central part of the firm’s philosophy involves identifying the underlying purpose of wealth. Financial growth alone is rarely the sole objective. Many families are equally concerned with responsible stewardship, continuity, and the preservation of shared values. Advocate Wealth integrates these considerations into financial planning, estate design, and tax strategy. This unified structure supports long-term clarity and decision-making consistency.

Through partnerships with TritonPoint Partners and Dynasty Financial, the firm strengthens its research capabilities and investment infrastructure. Working alongside its $125 billion partner, Dynasty Financial, Advocate Wealth provides access to carefully selected managers, private market opportunities, alternative strategies, and tailored portfolio construction. All recommendations are made within a fiduciary framework that emphasizes independence, transparency, and conflict mitigation.