Advocate Wealth
Advocate Wealth
High net worth wealth management
High net worth wealth management
Advocate Wealth was created to provide disciplined and coordinated advice to families and entrepreneurs managing significant assets. Founded by Jonathan Amoia, Managing Director, the firm reflects more than two decades of experience across capital markets, private equity, and wealth management. Headquartered in Buffalo, with an additional presence in Rochester, Advocate Wealth serves clients throughout the eastern United States.
The firm’s structure centers on comprehensive wealth advisory services delivered through a unified model. Clients receive strategic financial planning, investment selection and supervision, estate and tax coordination, business succession and exit advisory, financial coaching, family office services, and guidance on multigenerational wealth transitions. Each component is connected within a broader planning framework designed to support continuity and reduce fragmentation.
Advocate Wealth primarily serves high-net-worth and ultra-high-net-worth individuals, family enterprises, and entrepreneurs. Many clients engage the firm during significant transition points, including business sales, ownership transfers, or generational shifts. These periods require careful planning across financial, tax, and governance disciplines.
Exit and succession planning are central to the firm’s advisory work. Families with concentrated ownership positions often face liquidity planning challenges, valuation considerations, and tax implications. Advocate Wealth provides structured guidance to help manage these complexities while preserving long-term capital stability.
The firm operates as a fiduciary advisor. Every recommendation is evaluated through the lens of client interest and long-term alignment. Investment management is not approached in isolation but is integrated with estate strategy, tax planning, and retirement modeling. This coordinated approach promotes clarity and strengthens overall execution.
Advocate Wealth also emphasizes understanding the broader intent behind wealth. Beyond financial performance, the firm considers how capital supports family priorities, governance structures, and generational continuity. This perspective influences portfolio construction, charitable planning, and educational initiatives for future stewards.
Through its partnerships with TritonPoint Partners and Dynasty Financial, Advocate Wealth enhances its capabilities while maintaining independence in advisory decisions. The firm benefits from the resources of its $125 billion partner, Dynasty Financial, while preserving its fiduciary commitment to clients.
The investment process is grounded in research, due diligence, and consistent oversight. Clients gain access to selected managers across public equities, fixed income, private markets, and alternative strategies. Portfolio allocations are structured to align with liquidity needs, time horizons, and defined risk parameters.
The firm does not rely on proprietary products. Instead, it evaluates external managers and strategies through disciplined review. Performance consistency, risk controls, and strategic fit are monitored regularly to maintain alignment with the client’s long-term objectives.
Investment oversight is coordinated with financial planning. Tax optimization strategies, estate frameworks, retirement income modeling, and philanthropic planning are integrated into one cohesive structure. This alignment helps ensure that capital management decisions reinforce broader goals.
Advocate Wealth follows a deliberate process designed to move clients from planning to implementation and ongoing stewardship.
The relationship begins with a detailed assessment of assets, liabilities, business holdings, and projected cash flow. Family governance considerations and long-term objectives are identified at this stage.
Clients are guided in clarifying the underlying purpose of their wealth. This influences decisions regarding estate design, intergenerational transfers, and charitable strategies.
Investment allocations are constructed using a disciplined methodology. Exposure across asset classes and markets is calibrated to reflect risk tolerance and return expectations. Ongoing review supports consistency.
The firm collaborates with legal and tax professionals, including a client’s established advisors when appropriate. Strategies are aligned to promote efficiency and maintain family cohesion.
For entrepreneurs and family enterprises, structured preparation addresses ownership succession, liquidity timing, and reinvestment strategies.
Where appropriate, Advocate Wealth provides integrated reporting, advisor coordination, and governance support. This framework strengthens oversight and accountability within complex family structures.
Jonathan Amoia maintains direct involvement in client strategy and implementation. His background in capital markets and private equity informs his approach to evaluating investment opportunities and structuring business transitions. He focuses on aligning financial strategies with measurable objectives and long-term family priorities.
He is also engaged in preparing the next generation for stewardship roles. This includes working with children and grandchildren to build financial understanding, structured decision-making skills, and awareness of fiduciary responsibility.
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 named to 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 role, Amoia contributes to the Buffalo community 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.
With a consistent focus on fiduciary accountability, structured planning, and coordinated oversight, Advocate Wealth continues to support families and entrepreneurs in managing complexity and sustaining long-term financial continuity.