Kamar Plunkett and Shara Thomas on Oct. 20 announced the launch of Iron Shore Wealth Strategies, a wealth management firm that will work with individuals, families and business owners.
Fifth Avenue Financial, a MassMutual firm headquartered in New York City, will provide Iron Shore with an investment platform, advanced planning capabilities and support infrastructure, according to the announcement. It also provides insurance and investment services.
"After working within large financial institutions, we saw an opportunity to create an experience that brings the different areas of a client's financial life together," Plunkett said in the release. Scott Greenfield, Fifth Avenue Financial's chief executive, said the founders' "client-first mindset and commitment to thoughtful, comprehensive planning" make them "a strong addition to our advisor community."
Reported by the Moves desk from PR Newswire — Financial Services. Published . Corrections