Team profile

Personalized financial and investment strategies

 Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

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

Awards & recognition

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

Community participation

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