Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. At Till Advisory and Capital Management, we believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. Till Advisory and Capital Management takes a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Ann L. Swartz, CLU, ChFC, CASL, CLF
Chief Compliance Officer
Camille Monahan
Chief Operating Officer
Gregory Freeman
Advanced Planning Specialist
Harrison Till, MLHR
Private Wealth Advisor
(973) 258-0478
A trusted advisor known for blending global expertise with genuine care by supporting clients of all stages with personalized planning, tax-smart strategies, and steady guidance through life’s complexities.
Mark Militello
Consultant
Mark Militello is a Business Consultant for Till Advisory focusing on the Asia-Pacific region. He is not affiliated with Integrated Partners and does not provide investment advice. Mark is an accomplished finance executive with over...
Peter Kaplan
Executive Vice President, Planning and Insurance Solutions
Richard Austin, JD*, LLM, CIMA®
Executive Director, Estate and Business Planning
Steve Kolano, CFA
Chief Financial Officer
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.