Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Income Strategies
  • Insurance
  • Business Retirement Plans
  • Financial Planning for Small Business

Awards & recognition

  • The DiGregorio Group, Ameriprise Client Experience Award, 2020 - 2025
  • Christopher DiGregorio, Ameriprise Circle of Success, 2021, 2023-2025
  • Sergio Modernel, Ameriprise Circle of Success , 2025
  • Christopher DiGregorio, Ameriprise Ultimate Digital Excellence Award, 2024
  • Sergio Modernel, Ameriprise Ultimate Digital Excellence Award, 2021, 2023- 2024