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Heritage Transition Advisors

You trusted an expert with your child's future. Why navigate your parent's next chapter alone?

Get in Touch

Heritage Transition Advisors

You trusted an expert with your child's future. Why navigate your parent's next chapter alone?

Get in Touch

Our Legacy Promise

Expert Guidance

When your child was heading to college, you didn't guess. You hired counselors, toured campuses, and analyzed financial aid to secure the perfect fit.

Now, your parents are facing a major life transition, and the stakes are just as high. Choosing the right senior living community, managing care costs, and organizing an estate requires specialized expertise.

You guided your children into adulthood with professional help. Give your parents the same standard of excellence as they age with dignity.

We provide:

Custom Care Mapping: We match your parent's health needs to top-tier communities.
Financial Preservation: Our strategists protect family assets from skyrocketing care costs.
Streamlined Logistics: We coordinate the entire move with trusted professionals.
Emotional Support: We act as an objective third party to keep family harmony intact.

Our Founder

Meet Our Founder

"I started Heritage Transition Advisors because I saw too many families in Essex and Morris counties completely overwhelmed by the complexities of senior care. Like many of you, I watched smart, successful friends meticulously plan their children's college education with professional help. Yet, when it came to their aging parents, they were forced to navigate a maze of medical, financial, and housing decisions completely alone—often during a sudden medical crisis. Our parents deserve the same standard of excellence, strategic planning, and dignity that we give to our children. I founded this practice to bring local, specialized expertise to Northern New Jersey families, replacing panic and guilt with a clear, calm, and protective roadmap for the people who raised us."

Michelle holds an MBA in finance from New York University and spent 35 years as a managing director in investment banking. She has proudly lived in Millburn/Short Hills for 30 years and has served the community in multiple volunteer positions.

Get in Touch

Visit Us In Person

Send us a message and tell us more about your needs. We will get back to you soon to schedule a consultation.

Heritage Transition Advisors

Short Hills, NJ

973-204-5689

Business Hours

Mon	09:00 am – 05:00 pm
Tue	09:00 am – 05:00 pm
Wed	09:00 am – 05:00 pm
Thu	09:00 am – 05:00 pm
Fri	09:00 am – 05:00 pm
Sat	Closed
Sun	Closed

Heritage Transition Advisors

Heritage Transition Advisors