The Keystone Private Wealth Group
Chirag Delwadia, CFP, CIMA, CEPA
Senior Institutional Consultant
First Vice President - Investments
Email Address
Chirag.Delwadia@wfa.comPhone Number
(615) 744-2760Chirag Delwadia entered the financial services industry in 2007 at Merrill Lynch, where he previously served as a Senior Private Wealth Relationship Manager in Merrill’s Private Wealth Management Group, which assists families with substantial wealth. In that role, Chirag was tasked with creating comprehensive solutions for some of the firm’s largest and most complex family situations. He currently focuses on developing financial strategies for ultra-high-net-worth individuals, foundations, endowments, and institutions.
Chirag has extensive experience through major market shifts, which enables him to help clients structure balanced portfolios that are designed to meet their specific financial goals. Each client portfolio he builds is customized to their needs with a goal of long-term capital appreciation. Chirag believes in following a consistent approach to controlling risk and makes all decisions in accordance with client objectives and risk tolerance in mind.
Chirag holds the Certified Investment Management Analyst® (CIMA®) designation through the Investment & Wealth Institute in conjunction with the Wharton School of Business at The University of Pennsylvania. He also holds the CFP® designation awarded by the Certified Financial Planner Board of Standards as well as the Certified Exit Planning Advisor (CEPA) designation. He is a current member of the Investment & Wealth Institute and holds his FINRA Series 7 and 66 securities registrations.
Chirag attended The University of the South in Sewanee, TN, where he was a member of the 2000 SCAC conference championship football team. He earned his M.B.A., B.A., and B.S. from The University of Alabama at Birmingham, and previously served on the board of the UAB MBA Alumni Association. Chirag lives in Brentwood, TN, with his wife, Jessica and their daughter, Ivy and son, Dev.
CA Insurance License Number 4339677. Resident State: TN
Certificates
CFP, CIMA, CEPA
The Keystone Private Wealth Group
Whether preparing for a business sale, transition, recapitalization, or ownership transition, we help business owners navigate significant liquidity events with confidence. Our role extends beyond the transaction itself—we work closely with business owners and their families to help prepare for the financial, personal, and legacy decisions that accompany these milestones. By engaging early in the process, we can help identify planning opportunities and create a lasting positive impact for generations to come.
Our goal is to help control the controllable aspects of the clients’ financial affairs and serve as the first point of contact for most financial needs of the family. We want every client to feel confident & supported by our disciplined planning, proactive communication, and access to a team of specialists to guide them through every season of life.
We take the time to understand the full context of each client’s situation. Through founder-focused advice, an institutionalized process and early identification of planning gaps, we customize a plan of action designed to address each client’s goals and priorities for long-term success.
Investment expertise and advice in an effort to help clients succeed financially
