Advocate Wealth is an independent private wealth advisory firm dedicated to helping families and entrepreneurs bring structure and clarity to complex financial decisions. The firm was founded by Jonathan Amoia, Managing Director, who brings more than two decades of experience across capital markets, private equity, and wealth management. With its headquarters in Buffalo and a presence in Rochester, Advocate Wealth serves high-net-worth individuals and families throughout the eastern United States. The firm provides a coordinated range of services designed to function as a unified strategy. These services include strategic financial planning, disciplined investment selection and oversight, estate and tax coordination, succession and exit planning, financial coaching, family office services, and next-generation wealth transition planning. By integrating these areas, Advocate Wealth seeks to ensure that each financial decision supports a client’s broader objectives. Many clients engage the firm during periods of transition or heightened complexity. Preparing for the sale of a business, addressing concentrated equity positions, planning retirement, or organizing multigenerational wealth transfers requires careful analysis. Advocate Wealth brings experience to exit and succession planning, particularly when wealth is tied to a closely held enterprise or a significant ownership stake. The firm emphasizes preparation, coordination, and long-term alignment in managing these events. A central part of the advisory process is understanding the purpose behind wealth. While investment returns remain important, families often prioritize stewardship, continuity, and the preservation of shared values. Advocate Wealth incorporates these priorities into financial plans, estate structures, and tax strategies. This integrated framework is designed to support financial objectives while maintaining family cohesion across generations. Through partnerships with TritonPoint Partners and Dynasty Financial, Advocate Wealth enhances its investment platform and operational capabilities. Working alongside its $125 billion partner, Dynasty Financial, the firm gains access to expanded research, technology, and infrastructure. Clients benefit from access to carefully vetted managers, private markets, alternative investments, and customized portfolio strategies aligned with long-term goals. All recommendations are made within a fiduciary framework, emphasizing independence and minimizing potential conflicts of interest. Investment management is closely connected to comprehensive financial planning. Tax optimization, retirement transitions, charitable giving strategies, estate coordination, and multigenerational alignment are addressed within a cohesive advisory model. Each recommendation is supported by disciplined due diligence and independent evaluation, with consistent attention to risk management. The firm follows a structured process that begins with clarifying a client’s long-term vision and family priorities. These considerations define the scope of engagement and guide implementation. Portfolios are constructed by carefully selecting managers across both public and private markets. Estate and tax planning efforts are coordinated with external legal and accounting advisors to ensure efficiency and consistency. For families seeking broader oversight, Advocate Wealth offers integrated family office services that provide centralized organization and fiduciary execution across financial matters. Jonathan Amoia remains directly involved in client relationships. He designs business transition strategies, evaluates investment opportunities in both public and private markets, and works with younger generations to strengthen financial literacy and responsible decision-making. 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. His continued service as a board member of the Buffalo AKG Art Museum, The BISON Children's Scholarship Fund, and The So Loved, along with his role as a trustee of NorthGate Church, reflects an ongoing commitment to his community.