
One Retirement Source
Our trusted partner in Corporate Retirement Services
Boston Wealth Strategies partners with One Retirement Source to deliver dedicated retirement plan advisory expertise. Together, we simplify plan oversight and provide a consistently high level of service.
About One Retirement Source
Why This Partnership Matters:
Single point of contact across all retirement plan providers
Streamlined communication and faster resolutions
Fiduciary guidance with a proven process
Hands-on operational support
Participant education and engagement
Meet the One Retirement Source Team

Dean DiGregorio, AIF®
Co-Founder, One Retirement Source
Dean DiGregorio, AIF® is dedicated to helping plan sponsors in New England and throughout the country run their company sponsored retirement plan and educating their employees.
Unlike other firms that focus on wealth management, One Retirement Source was founded to solely focus on the employer sponsored retirement plan. A 4-Core Service Model of plan design consulting, fiduciary analysis, investment due diligence and employee education all coming from one source is what differentiates One Retirement Source from their competitors, thus the name “One Retirement Source”.
Retirement plan knowledge and great communication skills are just some of the attributes that have been commended by Dean’s clients during his career. Dean got his start in the early 2000’s as a financial advisor at KC Capital Management assisting small business owners and plan sponsors with their company sponsored retirement plan. He then worked for over 9 years at Principal Financial Group educating individual plan participants on the benefits of their retirement plan. Having worked on both the financial advisor side and plan provider side is how he accumulated his vast knowledge of the retirement plan industry.
Dean has achieved the Fi360® Accredited Investment Fiduciary (AIF®) designation, which certifies a designee’s specialized knowledge of fiduciary standards of care and their application to the investment management process.
He is a Westfield State University graduate and was the starting Quarterback for the Westfield State Owls varsity football team from 1997-1999.
Dean grew up in Melrose, MA and currently resides in the Merrimack Valley area with his amazing wife Tonya along with their two kids, Brock & Gia. Away from the office Dean loves coaching youth sports, golfing and spending time with his big italian family.

Chris Connelly, AIF®
Co-Founder, One Retirement Source
Chris Connelly, AIF® has a passion for helping business owners and plan sponsors run their company sponsored retirement plan.
Chris possesses a thorough knowledge of the retirement plan industry. He has spent the majority of his career with leading retirement plan providers, including Fidelity, Putnam, Principal Financial Group and most recently Transamerica. Chris has the unique experience of working on a range of Retirement Plan arrangements and types, servicing and consulting with Defined Contribution Plans (401k & 403b), Cash Balance Plans, Defined Benefit/Pension Plans, Employer Stock Ownership Plans (ESOP’s) and Multi-Employer Plans (MEP’s).
Plan design, provider capabilities & pricing, plan investment analysis and participant education are just a few of the areas in which Chris excels. Chris began his career at Fidelity, then had the unique opportunity to deliver participant education for Putnam conducting group and 1-on-1 education meetings nationwide. He then moved to Principal Financial Group as a Retirement Plan Relationship Manager helping plan sponsors achieve successful outcomes for their plan participants. He then transitioned to Retirement Plan Sales for Principal in northern New England before moving over to Transamerica, where he served as Regional Vice President in eastern Massachusetts.
Chris is a Holy Cross College graduate and has achieved the Fi360® Accredited Investment Fiduciary (AIF®) designation, which certifies a designee’s specialized knowledge of fiduciary standards of care and their application to the investment management process.
Chris resides in Wilmington, MA with his wife Tracy and their daughter Claire. If Chris is not in the office you can find him cheering on Claire at her swim meets, golfing, or vacationing with his family in Maine.
*Boston Wealth Strategies and One Retirement Source are separate and unaffiliated entities.