Built around the principle of fiduciary advocacy, Advocate Wealth serves families and entrepreneurs who require structured oversight of significant assets. The firm was established by Jonathan Amoia, Managing Director, whose career spans more than two decades across capital markets, private equity, and wealth management. Operating from Buffalo with a presence in Rochester, Advocate Wealth advises high-net-worth individuals throughout the eastern United States. The firm delivers integrated financial services that address the full scope of wealth management. Its offerings include comprehensive financial planning, investment selection and ongoing oversight, estate and tax coordination, exit and succession planning, financial coaching, family office capabilities, and next-generation wealth transition strategies. Rather than approaching these areas independently, the firm aligns them within a coordinated structure that promotes consistency and long-term clarity. Advocate Wealth frequently works with clients during pivotal financial transitions. These may include the sale of a closely held business, management of concentrated equity exposure, retirement planning, or multigenerational wealth transfers. The firm brings practical experience to exit and succession planning, particularly when family assets are concentrated in a private enterprise or in a substantial ownership position. Through early planning and disciplined evaluation, clients are better positioned to navigate complexity with informed decision-making. A defining element of the firm’s philosophy is identifying the broader purpose behind accumulated wealth. While portfolio performance remains an important metric, many families are equally focused on stewardship, continuity, and alignment with shared values. Advocate Wealth incorporates these priorities into an integrated advisory framework. Financial planning, tax strategies, and estate structures are developed in coordination to support both measurable objectives and long-term family cohesion. Through its partnerships with TritonPoint Partners and Dynasty Financial, the firm enhances its advisory platform and research capabilities. Working alongside its $125 billion partner, Dynasty Financial, Advocate Wealth gains access to expanded infrastructure and investment resources. This enables clients to engage with carefully vetted managers, private market opportunities, alternative investments, and customized portfolio construction. All recommendations are delivered under a fiduciary standard, with a focus on independence and minimizing conflicts of interest. Investment management is closely connected with advanced financial planning. Tax optimization, retirement transitions, charitable planning, estate coordination, and multigenerational wealth alignment are addressed as interrelated components of a comprehensive strategy. Each decision reflects structured due diligence, independent analysis, and consistent attention to risk management. The firm follows a deliberate advisory process that begins with understanding a client’s long-term vision and family priorities. These considerations define the scope of engagement and inform implementation. Portfolios are constructed using disciplined manager selection across public and private markets. Estate and tax strategies are coordinated with external legal and accounting professionals to ensure efficiency and alignment at each stage. For families seeking consolidated oversight, Advocate Wealth provides integrated family office services. These services offer fiduciary discretion, centralized organization, and structured execution across financial matters. Jonathan Amoia remains actively involved in client relationships. He designs business transition strategies, evaluates both public and private investment opportunities, and works closely with younger generations to strengthen financial literacy and responsible stewardship. 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. Beyond his advisory work, he 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, and as a trustee of NorthGate Church, reflecting an ongoing commitment to service.