Advocate Wealth
My blogs
| Occupation | High net worth wealth management |
|---|---|
| Location | Buffalo, NY, United States |
| Introduction | Advocate Wealth was organized to deliver structured, fiduciary-centered guidance to families and entrepreneurs whose financial lives demand coordination and long-term clarity. The firm was founded by Jonathan Amoia, Managing Director, who brings more than two decades of experience spanning capital markets, private equity, and wealth management. Headquartered in Buffalo with a presence in Rochester, Advocate Wealth serves high-net-worth individuals across the eastern United States. The firm provides a comprehensive advisory framework that integrates financial planning and investment oversight. Services include strategic financial planning, disciplined portfolio construction and monitoring, estate and tax coordination, succession and exit planning, financial coaching, family office services, and multigenerational wealth transition planning. Each element is aligned within a unified strategy so that investment, tax, and estate decisions support clearly defined objectives. |