Stewardship Advisor
Jonathan Wei
(719) 223-5524
jwei@envoyfinancial.com
Meet Your Advisor
My passion is to champion stewardship for the community. God began to constantly present me with hard scriptures that challenge us as Christians to maximize our kingdom impact with the resources with which we have been entrusted. I realized that my money had been invested in companies that despise the cross and are in active opposition to my heart for ministry, and I acknowledged that it was my responsibility to have it fixed.
The book of Proverbs is rich with the wisdom of planning. At Envoy we believe that it is vital to develop a strategic financial plan that aligns with your worldview, achieves your goals, and serves the Kingdom.
I am honored to serve the community of faith by coming alongside you and your family to develop a clear roadmap that builds toward your financial goals. Whether you are beginning your financial journey, or you are reading this thinking that there is probably some catching up to do, I would love to have a conversation with you.
My Specialties
Here are Some of the SERVICES that I can offer you.
Financial Planning
Retirement Planning
Investment Management
Retirement Strategies
RMD Strategies
Estate Planning
Fiduciary Investment Advice
Set Up 401k Plans
I’m ready when you are!
Let’s start a conversation.