Advocate Wealth

Advocate Wealth is an independent private wealth firm built to guide families and entrepreneurs through complex financial decisions with clarity and discipline. The firm was established by Jonathan Amoia, Managing Director, who brings more than two decades of experience spanning capital markets, private equity, and wealth management. Based in Buffalo, with a presence in Rochester, Advocate Wealth serves high-net-worth individuals and families across the eastern United States.

The firm delivers integrated financial services designed to address both immediate priorities and long-term objectives. Its offerings include comprehensive financial planning, disciplined investment selection and monitoring, estate and tax coordination, succession and exit planning, financial coaching, family office capabilities, and structured generational wealth transitions. Each service is aligned within a broader strategy so that decisions work together rather than in isolation.