Clinton Township Newsletter

6 m a r c h 2 0 2 5 W W W . C L I N T O N T W P N E W S L E T T E R . C O M Tiffani Tita CFP® Private Wealth Advisor We're here to help you feel more confident, connected and in control of your financial life. Forbes Best-In-State Wealth Management Team 2025 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with plaque design) in the U.S. The Compass is a trademark of Ameriprise Financial, Inc. (Make the next disclosure bold font) Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. Michelle Heide CFP®, BFA™, CRPC™, CDFA® Private Wealth Advisor 16 Leigh Street Units 1B & 1C Clinton, NJ 08809 908-713-6600 EQUAL HOUSING LENDER | MEMBER FDIC unitybank.com/cdspecials Grow your avings with us! g e n T l e S T o n e W e a l T h r e c o g n i z e d a S a b e S T - i n - S T a T e W e a l T h m a n a g e m e n T T e a m b y F o r b e S Gentlestone Wealth, a private wealth advisory practice with Ameriprise Financial in Clinton, was named to the list of "Best- in-State Wealth Management Teams" published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business. The rankings are based on data provided by thousands of the nation's most productive advisors and their teams. Gentlestone Wealth was chosen based on assets under management, industry experience, compliance record and best practices in their practice and approach to working with clients. Gentlestone Wealth is led by Michelle L. Heide, CFP ® , BFA ™ , CRPC ™ Private Wealth Advisor CERTIFIED FINANCIAL PLANNER ™ practitioner and Tiffani L. Tita, CFP ® Private Wealth Advisor CERTIFIED FINANCIAL PLANNER ™ professional. The team also includes Paraplanner Mary Grace Drwal and support staff Colleen Cryan, Candy Federick and Kathy Bingham. They have collectively served the Clinton community since 1993. Gentlestone Wealth provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact the team at: 908.713.6600 or visit the office at 16 Leigh Street, Unit 1B & 1C, Clinton NJ, 08809 or their website: https://www.ameripriseadvisors. com/team/gentlestone-wealth. About Ameriprise Financial: At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. For more information, visit: www.Ameriprise. com. Visit: www.Forbes.com for additional information about Forbes. h u n T e r d o n h e a l T h a u x i l i a r y i n v i T e S y o u T o o u r S P r i n g L u n c h & L e a r n The Hunterdon Health Auxiliary will host a Spring Lunch & Learn at the scenic Architects Golf Club in Phillipsburg, on Monday, March 10, from 12:00 pm to 2:00 pm! Come and discover why primary care is essential; from preventive services to managing ongoing health concerns, and explore all that Hunterdon Health's Family and Internal Medicine Practices have to offer. Join us for a delightful lunch featuring seasonal dishes and an opportunity to learn and connect. The registration fee is $25. Pre-registration is required by February 24 to secure your spot. Please sign up here: https://Spring2025Lunch. givesmart.com "Luck was a mechanism to be devised, and luck and destiny were merely two sides of the same coin." ~ Idries Shah "May the mist of Irish magic shorten every road and may your friends remember the favors you are owed." ~ Irish Blessing

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