FREE GUIDE FOR WOMEN IN WINE & SPIRITS
The Wine & Spirits Women’s Wealth Roadmap
7 Money Mistakes That Could Put Your Financial Future at Risk — And How to Avoid Them
A financial guide for women in the wine & spirits industry who want to protect what they've worked hard to earn and build toward greater financial security.
Your information will be kept private and never sold or shared.
Inside the Guide
The Wine & Spirits Women's Wealth Roadmap highlights 7 money mistakes that could leave you less prepared for the future than you realize, helping you recognize potential risks, identify areas that deserve a closer look, and make more informed decisions about the years ahead.
Benefits
Identify money habits that could hurt your long-term financial future.
Spot financial risks that can come with an unpredictable career in wine and spirits.
Get a better sense of where you stand when it comes to your income, savings, and retirement.
Walk away with practical ideas you can use to make more confident financial decisions.
This guide may be for you if…
You work in wine & spirits – as an owner, leader, or in sales, marketing, operations, or a related role.
You've wondered if your financial plan reflects the realities of your career.
You're looking for guidance that's built for this industry, not one-size-fits-all advice.
You want to make smarter, more confident financial decisions.
Your information will be kept private and never sold or shared.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA & SIPC. Investment Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Associated Financial Planners, LLC. are not affiliated. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Fixed Insurance offered through Associated Financial Planners, LLC. Cambridge does not offer tax or legal advice.
Built by an Industry Insider
Joe Stephens, CFP® grew up working at his family's wine stores in New Jersey. He spent years as a luxury sales rep in the wine & spirits industry before becoming a financial advisor. He knows this business – the culture, the pressures, the uncertainty – because he has lived it.Joe created this guide specifically for women in wine & spirits because the financial challenges in this industry are real, and generic advice rarely accounts for them.He is President of NAIFA-NJ, a Silver Associate Member of WSWA, a certified sommelier, and a licensed commercial pilot and flight instructor. He was featured in the June 2026 edition of The SOMM Journal.
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