A space where women
can confidently belong
and flourish financially.
Cairrus partners with wealth management firms to bring perspective, intention, and psychological safety to the client experience, transforming how firms engage, serve, and grow with women.
Weaving women into wealth
Weaving women into wealth
Women aren’t just inheriting wealth. They’re building it. The firms that engage them now will define the industry's next chapter.
The Her Advisor™ Model gives wealth management firms a structured, measurable path to deepening women client engagement — from advisor training and client events to diagnostic benchmarking and a library of client-facing materials.
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
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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.
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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
Her Advisor™ Development Partner Program
A structured, intentional engagement designed to redefine how wealth management firms attract, serve, and retain women clients. Our Her Advisor™ Model was created to help firms build internal capability, deepen engagement with their women clients, and reimagine their client experience through the lens of financial thriving.