Giving Back

Ovation Wealth Advisors understands that one of the core principles of financial planning is to mitigate risks in the pursuit of goal achievement. It is commonplace to address uncomfortable realities like the need for skilled nursing care or death coming far too soon. We delay gratification and indulgence in the present to prepare for a future where resources last at least as long as we do. But little consideration is given to risks beyond financial. The time for thinking bigger is now.


Paying rent for the use of the planet


Inspired by the words from Carl Sagan’s book, Pale Blue Dot, Ovation Wealth advisors has joined 1% for the Planet; a growing community of companies who are concerned with the social and environmental impacts of industry. By contributing at least 1% of total annual sales to grassroots environmental groups, members of 1% for the Planet can affect real change.

As the first financial planners in Minnesota to join 1% for the Planet, we hope to pave the way for more corporate responsibility in the business community and support conscientious individuals who value serious commitments to the environment.



“This is not philanthropy.  This should be a cost of doing business.

It’s paying rent for our use of the planet.”


Founder of Patagonia and 1% for the Planet

Clean water changes everything


Ovation Wealth Advisors has a goal to bring clean water to 10,000 people by the year 2040. We have partnered with charity: water to help make this a reality.

Currently 771 million people in the world live without clean water. That’s nearly 1 in 10 people worldwide. Or, twice the population of the United States. The majority live in isolated rural areas and spend hours every day walking to collect water for their family. Not only does walking for water keep children out of school or take up time that parents could be using to earn money, but the water often carries diseases that can make everyone sick. But access to clean water means education, income and health – especially for women and kids.


More than just a meal


While our work focuses on pursuing goals and helping you to find your freedom, there are many in our community that struggle with the most basic of needs.  As we get older, even the most independent among us may experience physical declines or financial hardship that strips away our independence. Add to that an increase in geographic mobility of our families, and the result is millions of seniors left behind, hungry and alone. Through our partnership with Meals on Wheels, we are able to deliver nutritious meals, offer companionship and keep a watchful eye on the health and safety of our seniors.


Carl Sagan, Pale Blue Dot, 1994


Look again at that dot. That’s here. That’s home. That’s us. On it everyone you love, everyone you know, everyone you ever heard of, every human being who ever was, lived out their lives. The aggregate of our joy and suffering, thousands of confident religions, ideologies, and economic doctrines, every hunter and forager, every hero and coward, every creator and destroyer of civilization, every king and peasant, every young couple in love, every mother and father, hopeful child, inventor and explorer, every teacher of morals, every corrupt politician, every “superstar,” every “supreme leader,” every saint and sinner in the history of our species lived there–on a mote of dust suspended in a sunbeam.


The original photo was taken on February 14, 1990 as the Voyager 1 spacecraft sped past Neptune and turned its camera back towards Earth for one last look. Voyager 1 was about 6.4 billion kilometers (4 billion miles) away, and approximately 32 degrees above the ecliptic plane, when it captured this portrait of our world. Caught in the center of scattered light rays (a result of taking the picture so close to the Sun), Earth appears as a tiny point of light, a crescent only 0.12 pixel in size.

The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with CWM, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by CWM, LLC.