Team profile


We are dedicated to help you achieve your goals

We are an all-female financial advisory team built on compassion, collaboration, and clarity. As women, mothers, and professionals, we understand the complex financial and emotional challenges that can come with major life transitions—whether you’re navigating divorce, rebuilding after loss, raising a family, or planning your next chapter. We listen closely, care deeply, and act with purpose to help support your goals every step of the way.

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, Forbes Best-in-State Women Wealth Advisors, 2024
  • Gentlestone Wealth, Forbes Best-in-State Wealth Management Teams, 2023, 2025
  • Tiffani Linn Tita, Five Star Wealth Manager, 2021-2025
  • Gentlestone Wealth, Ameriprise Client Experience Award, 2020-2024
  • Michelle L Heide, Ameriprise Ultimate Digital Excellence Award, 2024
  • Tiffani Linn Tita, Ameriprise Ultimate Digital Excellence Award, 2024
  • Michelle L Heide, Forbes Best-in-State Wealth Advisors, 2021
  • Michelle L Heide, Forbes Top Women Wealth Advisors, 2020-2021
  • Michelle L Heide, Working Mother Top Wealth Advisor Moms, 2019-2021
  • Michelle L Heide, Ameriprise Circle of Success, 2020

Community participation

  • The Guild of Clinton
  • Hunterdon County Chamber of Commerce
  • Leigh Valley Chamber of Commerce
  • Room to Read - Central NJ Chapter
  • Impact 100 Hunterdon County
  • BW Nice - Lehigh Valley

Why We Do This Work

We believe women deserve financial advisors who truly understand them—not just their finances, but their fears, dreams, and values. Our mission is to help provide thoughtful, personalized guidance so you can feel more confident and cared for. When we support each other as women, we can help build stronger futures—for ourselves, our families, and our communities.