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Steelcrest Investment Strategies

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Pittsburgh
CRD Number
Website steelcrestinvest.com
Client types

Overview

Steelcrest Investment Strategies is a Pennsylvania-based wealth management team founded by longtime advisor John Pettina and affiliated with &Partners. The practice provides personalized financial planning and investment management for families, business owners, and retirees, emphasizing relationship-driven advice and goal-aligned portfolios. Through &Partners, Steelcrest offers a flexible open-architecture platform, institutional-grade tools, and Fidelity/NFS custody. Client access is supported by Envestnet and Wealthscape portals. The team’s mission centers on helping clients build confidence and long-term financial independence through transparent processes and disciplined portfolio construction.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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