Our Story

At WestGate Wealth Strategies, we believe that people who have invested a lifetime of hard work in their businesses and careers deserve a custom retirement income strategy designed to optimize their household wealth. We created WestGate Wealth Strategies to help our clients transition from being accumulators of wealth to living comfortably off the wealth they have accumulated.

WestGate's mission is to help our clients protect the wealth they have accumulated over a lifetime of hard work. In support of our mission, we leverage key resources and modern technology to deliver a streamlined version of the Family Office experience to people who could often be described as middle-class millionaires.

Jacques Lucchesi

Financial Advisor

(857) 524-2637

jlucchesi@WestGate-Wealth.com

I am passionate about the way the wealth conversation evolves over time as clients begin to realize they have mostly fulfilled their family obligations and are prepared to transition into a comfortable retirement.

I aim to restore your time and to help you create the space to begin to think about wealth in the context of the things that matter most to you, whether it be your career, your children and grandchildren’s education, your charities, or simply spending more time with family and friends.

I reside in Newton, MA, with my wife, Anne, and daughter, Sasha.

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