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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j•••••••@envoyfinancial.com
Phone
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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.
Decision-makers
Other people at Envoy Financial
- BBC-Team
Bruce Bruinsma
President · General Business & Management
- TLVp
Tom Lau
VP of Retirement Plan Services · Finance & Accounting
- TPManager
Tom Pfeifle
Tpa Manager · General Business & Management
- EIDirector
Elliott Innes
Director of Administration & HR · Human Resources
- DMDirector
David McHenry
Director of Third Party Administration · General Business & Management
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