Fingerlakes Wealth Management

Certified B Corporation
Headquarters

New York, United States

Certified Since

April 2014

Industry

Investment advising

Sector

Service with Minor Environmental Footprint

Operates In

United States

Mission Statement: To provide our clients with financial clarity and comprehensive wealth management in our role as fiduciaries and financial advisors. To inspire corporate and personal responsibility through sustainable and ethical investing.

Overall B Impact Score

Based on the B Impact assessment, Fingerlakes Wealth Management earned an overall score of 108.9. The median score for ordinary businesses who complete the assessment is currently 50.9.
108.9
108.9 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 16.8

The Workers Impact Area evaluates a company's contributions to its employees' financial security, health and safety, wellness, career development, as well as overall engagement and 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.

Mission & Engagement3.6
Ethics & Transparency3.2
+ Mission Locked10

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 36.3

The Workers Impact Area evaluates a company's contributions to its employees' financial security, health and safety, wellness, career development, as well as overall engagement and 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.

Financial Security15.4
Health, Wellness, & Safety11.0
Career Development4.8
Engagement & Satisfaction5.1

Community 24.5

The Workers Impact Area evaluates a company's contributions to its employees' financial security, health and safety, wellness, career development, as well as overall engagement and 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.

Diversity, Equity, & Inclusion7.1
Economic Impact7.1
Civic Engagement & Giving7.0
Supply Chain Management0.5

Environment 8.6

The Workers Impact Area evaluates a company's contributions to its employees' financial security, health and safety, wellness, career development, as well as overall engagement and 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.

Environmental Management3.9
Air & Climate1.5
Water0.5
Land & Life2.5

Customers 22.4

The Workers Impact Area evaluates a company's contributions to its employees' financial security, health and safety, wellness, career development, as well as overall engagement and 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.

Customer Stewardship2.1
+ Portfolio Reporting0
+ Targeted for Investment9.3
+ Leadership & Outreach1.2
+ Investment Criteria8
+ Portfolio Management1.2

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.



Previous Overall B Impact Scores

2022 Overall B Impact Score108.9
2018 Overall B Impact Score97.6
2016 Overall B Impact Score87.8
2014 Overall B Impact Score82.5

Best for the World

Every year, B Lab recognizes the B Corps that have achieved the highest verified scores in the five impact areas evaluated on the B Impact Assessment.

Best For The World: Workers2019
Best For The World: Changemakers2018
Best For The World: Workers2018
Best For The World: Workers2017

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