The Financial Gym Advisors
financialgym.com Direct investor
The Financial Gym Advisors is a registered investment adviser (a d/b/a of Connective Wealth Partners LLC) providing financial planning, portfolio management and advisory services to individual clients. It was acquired in 2025 by Ian Rosen and Andrew Nigrelli.
The Financial Gym Advisors is an asset manager headquartered in Jersey City, United States. It invests directly in companies, in wealth management, financial planning, investing and tax strategy.
“Our personalized portfolios and planning move your wealth and your aspirations forward with purpose and clarity”
— The Financial Gym Advisors, own website
- Layer
- Direct investor
- Type
- Asset manager
- Stage
- Not stated
- Headquarters
- Jersey City, United States
- Invests in
- United States
- Sectors
- wealth management, financial planning, investing, tax strategy, risk mitigation
Team, as The Financial Gym Advisors publishes it
- Ian Rosen Chief Executive Officer
- Andrew Nigrelli President
- Kadri Augustin Chief Operating Officer
- Taylor Becker Chief of Staff
- William Ullman Head of Private Client
Names and roles exactly as listed on financialgym.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page The Financial Gym Advisors publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://financialgym.com/is_investor, layer, type, hq_country, hq_city, invests_in_geographies, sectors, thesis_quote, status
- https://financialgym.com/about/description
- https://financialgym.com/about/team/people
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Record 19689 · added 2026-10-27 · link last verified 2026-10-27 · confidence medium
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