Verified recordFinancial Services

Jonathan Wei

Stewardship Advisor at Envoy Financial

Based in Denver, United States

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Seniority

Staff

Department

General Business & Management

Location

Denver

Industry

Financial Services

Company size

34

Contact information

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Email

1 credit

j•••••••@envoyfinancial.com

Phone

5 credits

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Background

About Jonathan Wei

Jonathan is currently registered as a Stewardship Advisor with Envoy Financial. Envoy Financial has faithfully served churches and non-profit organizations in stewarding their finances through their retirement plans and private wealth management for almost three decades. Envoy Financial believes God has called His Believers to be faithful for a lifetime. So, while Envoy provides retirement plans, they see them as tools to help Believers with their Future Funded Ministries. As a Stewardship Advisor, Jonathan is passionate about walking alongside Christ-Followers through their life and financial journeys. His process starts with a comprehensive financial plan, using biblical principles to help Believers eliminate debt, build wealth and establish generational legacy. In addition, something that sets Envoy apart is that they provide a way for investors to practice Biblically Responsible Investing (BRI) through HIS Envoys Group's Faith-based Funds. These funds allow Christ-Followers to steward their resources well by enabling them to invest in companies that align with their faith without violating their traditional biblical values. Another differentiator is that the funds do not implore the standard buy-and-hold passive management methodology. Instead, they have adopted an active tactical management style that may provide investors with strong performance during a market growth cycle while employing downside risk controls to help protect investors' hard-earned monies when markets turn lower. If you would like to consider working with Jonathan, don't hesitate to get in touch with him via LinkedIn.

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