B Impact Report

Logo for Fingerlakes Wealth Management

Fingerlakes Wealth Management

Investment Advisory Firm
Certified Since: April, 2014
Location: Ithaca, New York, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

97.6

The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

www.fingerlakeswm.com

Fingerlakes Wealth Management is an investment advisory firm with a mission to create and maintain wealth for their clients through long term effective asset management. Advisors build client relationships based on trust, competent professional advice, continual communication, and prompt personal service. They assist clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals. Fingerlakes Wealth Management's commitment goes beyond that of serving clients as the firm supports many community initiatives and strives to invest client assets in ways that enhance local and global communities.

Fingerlakes Wealth Management’s success is based on an avid commitment to research, advanced technology, and strategic planning utilizing their capabilities to the fullest.

Services include comprehensive financial plans, portfolio analysis, investment management, estate planning, retirement planning, college funding strategies, tax planning and more. Fingerlakes Wealth Management’s fee-based model allows the firm to focus on the goals of every individual client; each security is chosen based on the individual beliefs, needs, and goals of the client.

Best for the World Honoreeinfo_outline

linkBest for Workers 2019 linkBest for Workers 2018 linkBest for Changemakers 2018 linkBest for Workers 2017

Impact Area Scoresinfo_outline

info_outlineOverall B Impact Score

To certify as a B Corp, a company must achieve a minimum verified score of 80 points on the B Impact Assessment. The B Impact Assessment asks questions about how the day-to-day operations of a company create positive impact for the company’s workers, community, and environment. Additionally, companies can earn further points if their overall business model can be shown to create positive social and environmental impact as well, qualifying the company for specific Impact Business Model points.

Scores for Certified B Corporations are verified by the non-profit B Lab.

info_outlineImpact Area Scores

The questions in the B Impact Assessment are organized into five Impact Areas: Governance, Workers, Community, Environment, and Customers. Click into a Impact Area to see topics covered in each. Topics in blue are Impact Business Models associated with that Impact Area where the company has earned additional credit. Due to rounding, displayed totals may not add up exactly.

The B Impact Assessment is customized to a company's size, sector, and geographic market.  However, within those parameters, there are still questions included in the B Impact Assessment that might not be relevant to a particular company. In cases where a question is not applicable, the potential points available for that question are instead earned based on the performance of the company on the other topics relevant to the stakeholder and summed up as "N/A points." Likewise, a score of N/A for Workers means that the company is a sole proprietor or partnership with no full-time staff, and a score of 0 or N/A for Customers means that the company does not have a specific Customer-focused Impact Business Model.

Previous Overall B Impact Scores

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info_outlineBest for the World Honoree

Each year, B Lab releases lists honoring the top-performing Certified B Corps in each Impact Area and overall, broken down by size, on the annual Best for the World lists.

info_outlineAdditional Documentation

B Lab may determine that a company should make additional material beyond their B Impact Report transparent in order for the public to be able to evaluate the company’s overall impact. This additional transparency may cover participation in a controversial industry, information shared on the company’s Disclosure Questionnaire, or simply a company’s relationship to a larger complex entity. Public companies and wholly-owned subsidiaries are required to make their full B Impact Assessments transparent to achieve B Corp Certification.