Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances
  • Charitable Giving
  • Wealth Preservation Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Intergenerational Planning
  • Insurance
  • Investment Management

Awards & recognition

  • Michelle L Heide, Working Mother Top Wealth Advisor Moms, 2019-2021
  • Michelle L Heide, Forbes Top Women Wealth Advisors, 2020-2021
  • Michelle L Heide, Forbes Best-in-State Women Wealth Advisors, 2024
  • Tiffani Linn Tita, Five Star Wealth Manager, 2021-2022
  • Michelle L Heide, Forbes Best-in-State Wealth Advisors, 2021
  • Gentlestone Wealth, Ameriprise Client Experience Award, 2020-2022
  • Michelle L Heide, Ameriprise Circle of Success, 2020
  • Gentlestone Wealth, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

  • The Guild of Clinton
  • Hunterdon County Chamber of Commerce
  • Room to Read - Central NJ Chapter
  • Heart to Hearts, Inc.

Our Client Expectations

To fully benefit from working with our team these are our expectations to have a long lasting and valuable relationship.

  • You are open to a collaborative advice relationship with our team and will do your best to provide the information we need as things change throughout our relationship.
  • You will provide feedback and thoughts on how you’d like to work together so we can best serve your needs in the way that you prefer.

Our photos

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