The foundation of Dakoré Wealth is a decades-long relationship of collaboration and respect between Charles Mullen and Carina Diamond. As trusted advisors in their respective fields of public accounting and wealth management, Chuck and Carina’s paths intertwined for many years. As Chairman of Apple Growth Partners, an award-winning accounting and business advisory firm in Northeastern Ohio, Chuck determined 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.
Carina Diamond is the Chief Experience Officer at Dakota Wealth, LLC an affiliated sub-advisor. Carina and her Akron team at Dakota Wealth serves the clients of Apple Growth Partners.
Charles Mullen and Carina Diamond
Vision and Mission Statement
- Empowering. Approachable. Practical.
- Guidance to respect and honor your hard work.
- Your family’s advocate for financial sustainability.
- 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.
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©2021 Dakoré Wealth
Policies & Disclaimers
An Apple Growth Partners Company