Continuity Wealth Management, Corp.
1.6
Oregon, United States
January 2026
Investment advising
Service with Minor Environmental Footprint
United States
Continuity Wealth Management is an independent, fee-only wealth management firm based in Portland, Oregon. We work with individuals and families who value thoughtful planning, long-term perspective, and a trusted advisory relationship built on integrity and transparency. As fiduciaries, we are legally and ethically committed to acting in our clients’ best interests at all times. Our services include comprehensive financial planning, investment management, retirement planning, tax-aware investment strategies, estate and legacy coordination, and ongoing guidance through life’s transitions. Every recommendation is tailored to each client’s unique goals, values, and circumstances. Our approach emphasizes clarity, discipline, and continuity. We help clients make informed decisions, avoid unnecessary complexity, and stay focused on what matters most over time. We believe sound financial planning is not just about growing wealth, but about creating stability, confidence, and alignment across generations. At Continuity Wealth Management, relationships come first. We strive to be a steady, long-term partner by providing consistent advice, open communication, and a structure designed to support clients not just today, but well into the future.
Overall B Impact Score
Governance 14.4
Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.
What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.
Workers 38.1
Workers evaluates a company’s contributions to its employees’ financial security, health & safety, wellness, career development, and engagement & satisfaction. In addition, this section recognizes business models designed to benefit workers, such as companies that are at least 40% owned by non-executive employees and those that have workforce development programs to support individuals with barriers to employment.
Community 24.7
Community evaluates a company’s engagement with and impact on the communities in which it operates, hires from, and sources from. Topics include diversity, equity & inclusion, economic impact, civic engagement, charitable giving, and supply chain management. In addition, this section recognizes business models that are designed to address specific community-oriented problems, such as poverty alleviation through fair trade sourcing or distribution via microenterprises, producer cooperative models, locally focused economic development, and formal charitable giving commitments.
What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.
Environment 6.0
Environment evaluates a company’s overall environmental management practices as well as its impact on the air, climate, water, land, and biodiversity. This includes the direct impact of a company’s operations and, when applicable its supply chain and distribution channels. This section also recognizes companies with environmentally innovative production processes and those that sell products or services that have a positive environmental impact. Some examples might include products and services that create renewable energy, reduce consumption or waste, conserve land or wildlife, provide less toxic alternatives to the market, or educate people about environmental problems.
Customers 19.2
Customers evaluates a company’s stewardship of its customers through the quality of its products and services, ethical marketing, data privacy and security, and feedback channels. In addition, this section recognizes products or services that are designed to address a particular social problem for or through its customers, such as health or educational products, arts & media products, serving underserved customers/clients, and services that improve the social impact of other businesses or organizations.
What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.