← Meet the Team
Tom Berkholtz, CFP®, EA, ECA
Tom Berkholtz is a Manager of Financial Planning at Annex Wealth Management.
As a Manager of Financial Planning, Tom analyzes complex financial situations and provides comprehensive financial guidance to our clients on a variety of topics such as tax planning, retirement planning, charitable and legacy planning, social security optimization, and more.
Tom graduated from UW-Madison with a degree in Personal Finance and certificate in Entrepreneurship. He is a CERTIFIED FINANCIAL PLANNER™ and licensed by the IRS as an Enrolled Agent. He is also an Equity Compensation Associate (ECA) signifying his specialized expertise in advising clients with equity-based compensation, such as stock options and restricted stock units.
Tom is an avid Packer fan and enjoys running, reading, and spending time with family.
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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