Our Story

Dakoré Wealth is a partnership between Apple Growth Partners, an award-winning accounting and business advisory firm in Northeastern Ohio led by Charles Mullen, and Dakota Wealth Management, an SEC Registered Investment Advisory Firm led by Peter Raimondi.

As Chairman of Apple Growth Partners, Chuck recognized that his firm’s clients would greatly benefit from the highest expertise in wealth management, in close coordination with tax and business planning.

For more than 76 years, Apple Growth Partners has been committed to helping grow local businesses. It is a natural extension to offer wealth management services to plan for prosperity for future generations of Apple Growth Partners’ clients.

Vision and Mission Statement

• Empowering. Approachable. Practical.

• Guidance to respect and honor your hard work.

• Your family’s advocate for financial sustainability.

Values

We are committed to transparency. As a fiduciary, we must act in your best interest. We must disclose all material information you need in order to make an informed decision about investment options.

We build relationships holistically, meaning that your goals, life experiences, relationships and wealth all matter. Your wealth is not just financial, it is considered within the context of your life.

Individuals, couples, families, businesses and foundations all receive the benefit of our experience and care. The financial well-being of women is a specialty at Dakoré Wealth.