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Northside Group Wealth Management, LLC
Northside Group Wealth Management, LLC is a state-registered investment adviser in Mount Airy, NC. The firm manages approximately $13 million in regulatory...
Overview
Northside Group Wealth Management, LLC is a state-registered investment adviser in Mount Airy, NC. The firm manages approximately $13 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Mount Airy
Corporate office
Cincinnati, OH, United States
Principals
Matthew S. Goldstein
Managing Director
David M. Kennedy
Director of Investments
Gregory A. Nye
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Northside Group Wealth Management?
Matthew S. Goldstein serves as Managing Director and oversees the investment committee. David M. Kennedy acts as Director of Investments, responsible for tactical asset allocation and manager research. The firm's investment committee meets quarterly to review model portfolios and rebalance client accounts (per the firm's ADV Part 2A).
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