Listen. Learn. Share.

Thrive. Together.

LIFESTYLE

We partner with you to help you live fully while we build, cultivate + monitor your financial plan.

INVESTMENTS

We develop your strategy based on your objectives, needs + risk tolerance.

RETIREMENT

We identify your values + desired standard of living, then create a roadmap to your financial independence.

INSURANCE PLANNING

We pinpoint your financial risks and determine the types + amounts of coverage to mitigate them.

TAX PLANNING

We uncover strategies for long-term tax efficiency to reduce the tax liability over your lifetime.

Z

ESTATE PLANNING

We guide your estate planning and gifting strategies so you can provide for the people + causes you care about most.

EDUCATION PLANNING

We explore your education aspirations and help you choose the best path to achieve them.

BUSINESS SERVICES

We help you navigate and organize the business world with a variety of plans + strategies.

Our Approach

KNOWLEDGE

Expertise on the inner workings and complexities of money. In an ever-changing world, we guide you to create + reach your financial goals.

EMPATHY

The ability to understand things through your eyes.  This is at the core of true financial planning, and our work is centered around you.

INTEGRITY

Being upright, honest, and maintaining strong moral principles. We love people and value your interests above our own.

At BWA Financial, our focus is building relationships to understand how money impacts your world and how this affects your goals, thoughts, and future. This way, we can work to build a solid financial plan that flexes with you as you navigate this crazy thing called life.

Learn More

"The best time to plant a tree was 20 years ago. The second best time is now." — Chinese Proverb

Our Team

Our fearless leader, Ali has lived in Colorado all his life. While he devotes his  working hours to helping clients achieve financial freedom, during “off-hours” he can be found spending time with family + friends. He’s married to his equally fearless and flawless — his words — wife, Jill; with whom they are raising two accomplished children: Izak + Nadia. When he’s not busy skiing or coaching all the things for his kids, you can catch him reading something written by a former Navy Seal or by Malcom Gladwell.

ali@bwa.financial | (720) 551-7949

Arabella Garone is a big moving part here at BWA Financial. Her responsibility and initiative is what keeps everything moving so smoothly in our office. In her free time, Arabella appreciates a great book. Her favorite books are The Four Agreements and The Phantom Tollbooth. She’s also known for her artwork and has been commissioned to paint many colorful pieces around Denver! Arabella takes charge of our morale around here and cares deeply for our clients.

arabella@bwa.financial (720) 551-7949

Jennifer has lived her whole life in little city Northglenn, Colorado but her mother is from Russia! She is especially passionate about digital art in her free time and is always creating new and original cartoons. Her favorite thing to do is go on walks with her dog, Lychik who happens to be 115lbs of slobbery love. She is in charge of all our tech around here and is always willing to take whatever steps necessary to help out our team and our clients.

jennifer@bwa.financial 720-414-5641

BWA Financial

1355 S. Colorado Blvd. Suite 406
Denver, CO 80222


Phone: (720) 583-2596
www.bwa.financial

Financial Planners:
Ali Barghelame, ali@bwa.financial | 720-551-7949

Team:
Arabella Garone, arabella@bwa.financial | (720) 551-7949
Jennifer Knight, jennifer@bwa.financial | 720-414-5641

Ask us a question:

9 + 3 =