Advocate Wealth

At its core, Advocate Wealth was created to serve as a steady advisor to families and entrepreneurs navigating complex financial responsibilities. The firm was founded by Jonathan Amoia, Managing Director, who has more than two decades of experience in capital markets, private equity, and wealth management. With offices in Buffalo and a presence in Rochester, Advocate Wealth works with high-net-worth individuals and families throughout the eastern United States. The firm provides a full range of integrated advisory services. These include strategic financial planning, investment selection and supervision, estate and tax coordination, succession and exit planning, financial coaching, family office services, and next-generation wealth transition guidance. Rather than offering isolated recommendations, the firm aligns each service within a structured plan so that financial decisions reinforce one another. Advocate Wealth frequently assists clients during pivotal financial events. Business sales, leadership transitions, concentrated stock positions, and generational transfers often require careful planning. The firm brings practical experience to exit and succession planning, particularly when family wealth is tied to a closely held enterprise or a significant equity stake in a public company. Preparation and coordination remain central to helping clients move through these events with clarity. The advisory philosophy extends beyond financial metrics. Advocate Wealth works to understand the broader purpose behind accumulated wealth. Families often seek stability, stewardship, and continuity alongside growth. By identifying these priorities early, the firm integrates financial planning, estate design, and tax strategy into a unified framework. This approach aims to support both measurable financial outcomes and long-term family cohesion.