B Impact Report

Logo for JSA Sustainable Wealth Management

JSA Sustainable Wealth Management

Comprehensive Financial Planning and Wealth Management
Certified Since: July, 2017
Location: Rhinebeck, New York, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

90.1

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

www.jsafinancial.com

JSA Sustainable Wealth Management is an independent financial firm serving clients’ best interests with objective advice and investment management that is focused on helping families and organizations attain their long-term financial goals. They implement effective strategies aligned with personal values. They invest responsibly with the goal of reasonable returns and a positive impact on the environment & society, and they've been at it for over 25 years.

They are also very proud to have earned B Corp certification, a designation for businesses who are rigorously committed to providing tangible benefits to the community and the environment. JSA Sustainable Wealth Management is deeply concerned with climate change, wealth inequality, and disconnect of businesses to their impact on people and the planet. That’s why they stood up to be counted and hope to set an example to others in the financial service industry. Their aim is to do well by doing good!

This communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, FL, IL, IN, MA, ME, NH, NJ, NY, SC, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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.

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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.