Advocate Wealth operates as a private wealth boutique focused on serving individuals and families with substantial financial complexity. The firm was founded by Jonathan Amoia, Managing Director, who brings more than two decades of experience spanning capital markets, private equity, and wealth management. With its headquarters in Buffalo and a presence in Rochester, Advocate Wealth works with clients across the eastern United States.
The firm delivers a broad range of integrated services tailored to long-term planning and disciplined oversight. These services include comprehensive financial strategy, investment selection and monitoring, estate and tax coordination, business succession and exit planning, financial coaching, family office support, and structured generational wealth transitions. Each engagement is designed to bring organization and continuity to financial decision-making.
Advocate Wealth advises high-net-worth and ultra-high-net-worth individuals, entrepreneurs, and multigenerational families. Many clients approach the firm during periods of transition, such as preparing for a business sale, restructuring ownership, or planning for intergenerational asset transfer. These events require coordination across investment, legal, and tax disciplines.
Business exit and succession planning form a significant part of the firm’s work. Families with concentrated ownership in private enterprises or public companies often face liquidity timing, tax exposure, and governance challenges. Advocate Wealth provides structured guidance to address these matters while preserving long-term financial stability.
As a fiduciary, the firm places clients' interests at the forefront of all recommendations. Investment management is not separated from estate planning or tax structuring. Instead, each component is integrated into a cohesive advisory model to promote alignment and reduce inefficiencies.
The firm also emphasizes clarity of purpose. Financial capital is viewed not only as a resource for growth but also as a tool that reflects family values and responsibilities. Understanding these priorities shapes portfolio construction, philanthropic planning, and generational education efforts.
Advocate Wealth partners with TritonPoint Partners and Dynasty Financial to strengthen its capabilities. Through this collaboration, the firm benefits from the resources of its $125 billion partner, Dynasty Financial, while maintaining independence in advisory decisions.
The investment process is built on disciplined research and careful evaluation. Clients receive access to selected managers across public markets, private equity, and alternative investments. Portfolio construction reflects long-term objectives, liquidity considerations, and risk tolerance levels.
The firm does not promote proprietary investment products. Each strategy undergoes structured due diligence and ongoing monitoring. Manager selection, performance consistency, and risk controls are reviewed regularly to maintain alignment with planning goals.
Investment oversight is coordinated with broader financial planning. Tax strategies, estate planning, retirement projections, and charitable planning are integrated into a unified framework. This integrated process helps ensure that investment decisions support the family's overall objectives rather than operate independently.
Advocate Wealth applies a defined advisory process that guides clients from discovery to implementation and ongoing oversight.
The engagement begins with a detailed analysis of assets, liabilities, business interests, and projected cash flow. Family governance and long-term priorities are also evaluated to establish planning parameters.
Clients are encouraged to clarify the intention behind their wealth. This step informs estate design, gifting approaches, and capital allocation decisions.
Investment allocations are developed through a disciplined methodology. Public and private market exposures are structured to align with risk tolerance and expected return objectives. Ongoing oversight ensures portfolios remain aligned with the plan.
The firm works in coordination with attorneys and tax professionals, including a client’s trusted advisors when appropriate. Strategies are aligned to enhance efficiency while maintaining family cohesion.
For business owners, planning addresses ownership transfer, liquidity events, and reinvestment strategies. Structured preparation reduces uncertainty and supports continuity.
For families seeking broader oversight, Advocate Wealth provides consolidated reporting, advisor coordination, and governance support. This framework enhances accountability and operational clarity.
Jonathan Amoia leads the firm with direct involvement in client strategy and execution. His background in capital markets and private equity informs his approach to evaluating both public and private investment opportunities. He works closely with families to ensure that financial strategies reflect measurable objectives and long-term priorities.
He is also engaged in preparing the next generation for stewardship roles. This includes guiding younger family members in financial literacy, structured decision-making, and understanding the responsibilities that come with inherited wealth.
Amoia 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 was included 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, where he graduated with honors and served as Student Body President.
Beyond his professional work, Amoia serves as a board member of the Buffalo AKG Art Museum, The BISON Children's Scholarship Fund, and The So Loved. He is also a trustee of NorthGate Church.
Through structured planning, independent oversight, and consistent fiduciary discipline, Advocate Wealth continues to guide families and entrepreneurs in organizing complexity, preparing for transition, and sustaining financial stability across generations.
Portfolio: https://advocatewealth.com/