Shaping Futures, Building Legacies
Crafting investment strategies as unique as your life’s ambitions.
Who We Are
Steelcrest Investment Strategies was founded in the heart of Western Pennsylvania by John Pettina. We bring you refined financial solutions from a trusted, local voice. Joining John are Directors Alex Pettina and Kristine (Kris) Brice. Our mission is to deliver truly personalized financial advice to our clients and their families, helping give them confidence in their financial future.
What We Do
Our approach is grounded in understanding your personal goals and crafting strategies to help achieve them. From this vantage point, we offer:
Investment Management
Retirement Planning
Financial Consulting
Estate Planning
Business Transitions
Income Planning
Who We Serve
Our clientele is the heart of the Steelcrest Investment Strategies family. We pride ourselves on serving a variety of occupations and life stages:
Pre-Retirees:
Helping to navigate the path to a fulfilling and comfortable retirement.
Retirees:
Striving to maximize retirement income and legacy planning.
Family-Owned Businesses
Custom solutions for intergenerational wealth.
Business Owners:
Strategies designed for growth, succession, and cash management.
Young Professionals:
Conveying the importance of structure and good habits early.
Insights
Gain deeper insights into financial strategies and trends and strategies.
