Sarah E. Wulf
Principal, PKF O’Connor Davies Advisory LLC
"My relationships with my clients are very important to me. I value my client’s vision and am honored to be a part of supporting them reach their financial goals."
Sarah Wulf works in the Private Client group at the Firm. Sarah has over 18 years of experience in public accounting.
Sarah provides tax planning, consulting and compliance services to clients who are primarily high net worth individuals, trusts, private foundations, and small businesses. She collaborates with her clients’ teams of advisors to develop strategies around philanthropic planning alternatives, stock option and compensation planning and wealth transfer planning.
Sarah advises and educates second generation family members on tax matters. She has worked with some clients for over 15 years, advising them throughout different stages of their lives.
Professional Affiliations & Civic Involvement
- Massachusetts Society of Certified Public Accountants (MassCPAs)
- American Institute of Certified Public Accountants (AICPA)
- Cambridge Community Foundation – Professional Advisors Council
- Certified Public Accountant (Massachusetts)