Advocate Wealth operates as a private wealth advisory firm committed to disciplined planning and fiduciary responsibility. The firm was established by Jonathan Amoia, Managing Director, who has more than two decades of experience in capital markets, private equity, and wealth management. With headquarters in Buffalo and a presence in Rochester, the firm supports high-net-worth individuals, families, and entrepreneurs across the eastern United States.
The firm delivers a coordinated suite of services designed to address complex financial needs. These services include comprehensive financial planning, investment selection and ongoing oversight, estate and tax coordination, exit and succession planning, financial coaching, family office services, and structured next-generation wealth transitions. Each engagement is organized within an integrated framework to keep planning, investing, and legacy considerations aligned.
Advocate Wealth frequently advises clients during significant life and business events. Liquidity events, ownership transitions, concentrated equity positions, and generational transfers often require structured preparation. The firm brings focused experience to exit and succession planning, especially when family wealth is closely tied to a private business or public company holdings. By preparing in advance and coordinating across advisors, the firm helps clients evaluate alternatives and understand long-term implications.
A central component of the advisory philosophy is defining the purpose of wealth. Financial performance is important, but it is not the sole measure of success. Families often prioritize continuity, responsible stewardship, and alignment with shared values. Advocate Wealth incorporates these priorities into a cohesive strategy that integrates financial planning, estate structures, and tax considerations. This approach aims to preserve both capital and family cohesion over time.
Through its relationship with TritonPoint Partners and Dynasty Financial, Advocate Wealth strengthens its investment platform and operational resources. The firm works in coordination with its $125 billion partner, Dynasty Financial, to access research capabilities and infrastructure. Clients benefit from access to select investment managers, private markets, alternative strategies, and customized portfolios. All investment decisions are made under a fiduciary standard, with attention to minimizing conflicts and avoiding product-driven incentives.
Investment management is combined with advanced planning strategies. Tax optimization, retirement transitions, charitable giving, estate structuring, and multigenerational coordination are addressed as part of a unified plan. Each recommendation is supported by structured due diligence and independent evaluation. Risk management and long-term alignment remain consistent priorities throughout the advisory relationship.
The firm follows a defined process that begins with understanding a client’s long-term vision. Family objectives shape the scope of engagement and inform implementation. Portfolios are constructed through disciplined manager selection across public and private markets. Estate and tax planning are coordinated with a client’s external legal and accounting professionals to ensure consistency and efficiency at every stage.
For families requiring broader oversight, Advocate Wealth offers integrated family office services. These services provide centralized coordination, fiduciary discretion, and organized execution across financial matters.
Jonathan Amoia maintains direct involvement in client relationships. He develops business transition strategies, evaluates investment opportunities, and works with younger generations to strengthen financial literacy and stewardship 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. In addition to his professional commitments, he serves as a board member of the Buffalo AKG Art Museum, The BISON Children's Scholarship Fund, and The So Loved, and as a trustee of NorthGate Church, reflecting his continued engagement in the community.
