Team profile

Personalized advice to help you achieve your goals

 Your financial goals are individual, 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 confident, connected and always in control of your financial life. Sign up for a complimentary initial 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, 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, 2022
  • 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, 2020-2021
  • Michelle L Heide, Ameriprise Circle of Success, 2020
  • Michelle Heide & Associates, 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.