Harkins Wealth Management

Certified B Corporation

Rhode Island, United States

Certified Since

April 2023


Investment advising


Service with Minor Environmental Footprint

Operates In

United States

At Harkins Wealth Management, our mission is to provide transparent, easy to understand financial planning, which gives our clients the opportunity to feel secure and confident in their day-to-day financial choices. We work closely with our clients to understand their values and financial goals, and then tailor their investment strategies to meet our client's needs. Our team is made up of experienced professionals who are passionate about sustainable, ethical investing, and betterment of our community. Our vision is to have a positive impact on our clients' lives and to make the world a better place by providing access to investments that support social responsibility, sustainability, diversity, women in leadership, and equality. These values are reflective in our operations by offering employees progressive healthcare and medical leave benefits, well-being initiatives, and employee training. Together, we can leverage the power of finance to drive positive change, create a more sustainable world, and build a brighter future for generations to come. Let's invest for a better world. Advisory services offered through Commonwealth Financial Network, a Registered Investment Adviser.

Overall B Impact Score

Based on the B Impact assessment, Harkins Wealth Management earned an overall score of 86.6. The median score for ordinary businesses who complete the assessment is currently 50.9.
86.6 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 14.0

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.

Mission & Engagement2.3
Ethics & Transparency1.7
+ 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 33.1

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.

Financial Security12.2
Health, Wellness, & Safety7.6
Career Development6.6
Engagement & Satisfaction3.9

Community 14.3

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.

Diversity, Equity, & Inclusion7.6
Economic Impact0.0
Civic Engagement & Giving3.9
Supply Chain Management1.0

Environment 4.8

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.

Environmental Management0.7
Air & Climate0.6
Land & Life2.7

Customers 20.1

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.

Customer Stewardship3.0
+ Portfolio Reporting4
+ Targeted for Investment4.6
+ Leadership & Outreach0.8
+ Investment Criteria6.4
+ 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

2023 Overall B Impact Score86.6

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