Financial planning and beyond

CW Wealth Management Group

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Caroline Chahalis

    Caroline Chahalis

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NM
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WV

     A 30 year veteran of the financial services industry, Mrs. Chahalis serves individual and small business owner clients – including individual retirement planning, asset management, financial planning, insurance planning and 401k plans. Caroline specializes in comprehensive financial and retirement planning for clients and their heirs.

    In addition to holding a BS in Finance from Goldey-Beacom College, Caroline earned her Certified Financial Planning designation in 1996 and in 2019 Caroline earned the Certified Private Wealth Advisor designation. In addition, she holds FINRA Series 7, 63 and 65 licenses. She also holds her Life, Health and Long Term Care Insurance licenses.

    Caroline is a current member of the Financial Planning Association, the Investments & Wealth Institute and is an active member of the Delaware Non-Profit community. Caroline has served The Rotary Club of Wilmington in many capacities including treasurer, and is the current investment chair for the organization. She served as Co-Chair of the Girls Scouts Women of Distinction Awards for 2013 and 2014. She also served on the Investor's Cabinet for the YWCA of Wilmington and has served on the Board of Directors for Girls, Inc. 

     

    • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • Goldey-Beacom College, BS in Finance
    • CERTIFIED FINANCIAL PLANNER™
    20 Montchanin Road, Suite 170
    Greenville, DE 19807
  • Ginger Ward

    Ginger Ward

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NM
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WV

    A 24 year veteran of the financial services industry, Ms. Ward serves individual and business owner clients. She provides strategic wealth planning, portfolio management, and wealth transfer advice to clients and their heirs. Mrs. Ward has extensive industry wide experience, having held positions in field management at both the branch, regional and national levels.

    In addition to holding a BS in Nutrition from the University of Montevallo, she holds an MSW from The Southern Baptist Theological Seminary. She holds FINRA Series 7, 9, 10, 63, 65 and 31 licenses, as well as Life, Health and Long Term Care Insurance licenses.

    • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • University of Montevallo, BS in Nutrition
    • The Southern Baptist Theological Seminary, MSW
    • Wealth Advisor
    • Portfolio Manager
    20 Montchanin Road, Suite 170
    Greenville, DE 19807
  • Tina Pairo

    Tina Pairo

    Client Associate

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    • DE

    Tina Pairo joined the CW Wealth Management Group at UBS in Wilmington, Delaware in December 2014 as the team's Client Service Associate. She brings 26 years of experience in the financial services industry. Her primary role is to insure that the team provides a world class client experience. This includes ensuring the team's effectiveness in the areas of client administration, account maintenance, account transfer, insurance planning, as well as wealth transfer. She also works closely with our CPA and Attorney partners to coordinate our client's tax and estate planning needs. Tina specializes in insurance planning and needs analysis as well as assisting in the overall financial planning process.

    Tina is actively involved in the community through various non-profit organizations including Autism Delaware and the Fund for Women.

    Tina holds the Series 6, 26, 63, Life, Health and Long Term Care Insurance licenses.

          20 Montchanin Road, Suite 170
          Greenville, DE 19807
        • Shelby Tennant

          Shelby Tennant

          Client Associate

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          • CA
          • CT
          • DE
          • FL
          • MA
          • MD
          • ME
          • NH
          • NY
          • PA
          • VA
          • VT

          Shelby joined the CW Wealth Management Group in August of 2019. She graduated the University of Delaware in June of 2019. She starts her career with 2 years of experience in finance internships during her college career and now has almost 2 years of full time experience. 

          Shelby holds a FINRA Series 7 and Series 66 License.

          Shelby is an active member in the Delaware community. She volunteers for organizations such as PAWS for People, True Life Church, and the City of Newark. She is a Fund for Women Founder, and a Children's Cup sponsor.

            • University of Delaware, Bachelors of Science
              20 Montchanin Road, Suite 170
              Greenville, DE 19807

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            Year Ahead 2023

            A year of inflections

            Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager

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