Enterprise League logo
B

Bertels Joseph CPA

Fort Wayne, United States (US) · Finance and Banking

Where this page came from

Nobody at Bertels Joseph CPA gave us this. We built it in 2026 from public sources — a company register, the company’s own website, and public business directories — because we are building a directory of companies that can be checked. We hold the name, address, website, sector and one contact address, and nothing else.

If this is your company, you can take it over and correct it, free. If you would rather it were not here, tell us and we will remove it. You do not need an account and we will not ask why.

What we do with your data

Do your work at Bertels Joseph CPA?

Claim this profile to manage your company.

Verified by Enterprise League

Data quality

Complete · Accuracy

Bertels Joseph CPA is a leading investment banking firm located in Fort Wayne, Indiana, specializing in wealth management and financial advisory services for high-net-worth individuals and families.We provide comprehensive investment banking solutions, including mergers and acquisitions advisory, private equity placement, and capital markets services.

Overview

Bertels Joseph CPA is a leading investment banking firm located in Fort Wayne, Indiana, specializing in wealth management and financial advisory services for high-net-worth individuals and families.

We provide comprehensive investment banking solutions, including mergers and acquisitions advisory, private equity placement, and capital markets services. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals.

At Bertels Joseph CPA, we prioritize building long-term relationships based on trust and integrity. We focus on delivering tailored strategies and exceptional service to our clients, ensuring they receive the personalized attention they deserve. We are committed to navigating complex financial landscapes and providing strategic guidance to support our clients’ success.

Founded on a commitment to excellence, Bertels Joseph CPA has grown to serve a diverse clientele across Indiana and beyond. We pride ourselves on our deep industry knowledge and our ability to consistently deliver superior results.
Visit Official Website

Most teams do this before shortlisting


Contact Details

info@kkwealth.com

Fort Wayne, United States (US)

Employees

10-20

Categories

Investment
Investment Banking Services

Awards

• 2026 OpenSee all

Services

Default Product Image
Wealth Management
Investment Banking Services

We provide comprehensive wealth management services, including financial planning, investment management, and estate planning, to help clients preserve and grow their wealth.

N/A

Companies teams usually look at after Bertels Joseph CPA

Comparing a few options usually leads to better decisions






  • Save companies to compare later. Useful when sharing options with your team

This is how your company profile looks to others.