A space where women
can confidently belong
and flourish financially.


Cairrus partners with advisors and successful women executives and entrepreneurs to bring perspective, intention, and psychological safety to the wealth management landscape.

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Weaving women into wealth

Weaving women into wealth

Because wealth without connection
doesn’t equal well-being.


Through our year-long, research-backed coaching and certification program, we provide advisors with a framework to inspire women to take action in intentional pursuit of financial clarity, confidence, and lasting engagement with their wealth. Our name, rooted in cairn (guidance), charis (grace), and kairos (the opportune moment), embodies our mission to help women lead with confidence and connection.

Built by women for women, in an industry that wasn’t.

A.J. and Teresa met while earning their master’s degrees in Applied Positive Psychology at the University of Pennsylvania. Together, they combine decades of experience in finance with the science of positive psychology. Their capstone research on women and financial thriving, honored as a Distinguished Capstone by the University of Pennsylvania, forms the foundation of Cairrus. Their research has been featured by the University of Pennsylvania. Click here to read more.

Meet the Founders

  • A.J. is a leader in the financial services industry who combines strategic vision with a passion for human development. As President of a publicly traded asset management firm, she helped shape a culture of growth and trust that empowered both clients and teams to thrive. An experienced mindset coach, A.J. partners with executives and entrepreneurs to align purpose, performance, and well-being. Known for her client-centric approach, she combines behavioral insight and business acumen to create meaningful, lasting client engagements. A.J. is a holder of the CFA® designation and formerly held the Series 6, 63, 7, and 24.

  • Teresa Bailey is a nationally recognized wealth strategist and former financial executive with two decades of experience advising high-performing individuals, building firms, and shaping the future of wealth management. Raised by a single father, she built her career in a male-dominated industry, earning accolades as a growth engine, thought leader, and advocate for women’s financial confidence. Teresa co-founded Wealth of a Woman and continues to focus on helping women thrive as both clients and leaders in finance. Teresa is a holder of the CFP® and formerly a CDFA® and Series 24, 7, and 65.

services

Coaching + Certification

A year-long, intentional experience designed to redefine how women in wealth lead, collaborate, and live with confidence. Our program was created to help advisors redesign their approach, deepen engagement with their clients, and reimagine their value proposition through the lens of financial thriving.

  • Framework Experience & 2:1 Coaching

    Advisors work directly with A.J. and Teresa in two-to-one sessions to experience portions of the Cairrus six-pillar framework firsthand. This phase focuses on personal reflection and application.

  • Group Implementation Planning

    After each framework segment, advisors join collaborative group sessions to explore how to integrate the work within their own practices. These calls include guided support, peer discussion, and the option for private feedback.

    • A clear, actionable plan to integrate the Cairrus framework into your practice

    • Direct access to AJ and Teresa’s expertise in finance and positive psychology

    • Early access to an award-winning, science-based client engagement model

    • Tools to strengthen trust-based relationships and engage women clients

    • Priority access to new research, client event concepts, and measurement tools

    • A community of advisors redefining how women experience wealth

  • The program follows two months of Phase One and one month of Phase Two, repeated throughout the year. It begins with a pre-work month and concludes with a fall retreat and review sessions, plus an invitation to join the 2027 Cairrus Advisor Cohorts. Advisors also gain access to live and recorded sessions from industry experts.

Join the inaugural

2026 Women-Only Advisor Cohort

Be part of a leading group of financial advisors who are paving a new way of wealth management for women. Applications are now open. Space is limited to preserve the integrity of the coaching experience. Co-ed cohorts will be introduced in the future.

For general inquiries or partnership opportunities, please email connect@cairrus.com or complete the form below.

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