About

Our Origin

Steelcrest Investment Strategies was founded by John Pettina after serving as a successful financial advisor for over three decades at a national firm. Steelcrest was created in partnership with &Partners. We are excited to bring our clients the tools, technology, and flexibility that comes along with our affiliation with &Partners.  

Our Mission

Our mission is to empower our clients through personalized financial planning and investment strategies. We aim to understand each client’s unique aspirations, developing tailored solutions that help secure their financial future and provide a sense of financial independence. By focusing on building lasting relationships based on trust and understanding, we help guide our clients toward achieving their financial goals with confidence.

Our Core Values

01

Integrity:

We believe in honesty and transparency as the foundation of all our client relationships.

02

Family:

Our firm treats every client as part of our extended family, with care and consideration guiding our advice.

03

Reliability:

Our clients depend on us for consistent, dependable guidance and service through their financial journey.

04

Compassion:

We approach every interaction with empathy, understanding the personal significance behind financial decisions.

05

Trust:

Earning and maintaining the trust of our clients is our foremost priority, guiding our actions and decisions.

Alternative angle of Steelcrest team around conference room table.

Our Team

Your Legacy and Our Strategies United for Financial Independence.

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