Updated:
Northside Group Wealth Management, LLC
Cincinnati-based RIA Northside Group Wealth Management provides multi-family office advisory for high-net-worth families since 2015, led by Matthew...
Northside Group Wealth Management, LLC
Northside Group Wealth Management was founded by principals including Matthew S. Goldstein and Gregory A. Nye, both previously affiliated with larger independent advisory firms. The practice registered with the SEC in 2015, and its current form reflects a rollup of advisory relationships serving families across the Ohio Valley region. The firm builds portfolios using a core-satellite structure, combining low-cost passive ETFs with actively managed direct equities, fixed income, and opportunistic alternatives. Client reporting and rebalancing is done quarterly, with tactical shifts triggered by macroeconomic signals. The firm does not operate a proprietary fund but sources co-investment opportunities through its broker-dealer network. Northside Group employs roughly a dozen professionals across its Cincinnati office. Adjacent vehicles include the Northside Group Foundation, a 501(c)(3) charitable arm established in 2018. Recent operational moves include a 2023 expansion of its estate-planning desk to serve multi-generational clients (per the firm's ADV Part 2A, March 2023). The firm's structural differentiator is its fee-only fiduciary model executed through a multi-family office lens — rare among mid-sized RIAs in the Ohio market. Succession planning for the founding principals is embedded in the partnership agreement, ensuring continuity for long-term client relationships.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Cincinnati
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).
How does Northside Group source proprietary deal flow?
Northside Group does not maintain an in-house direct investment fund. Instead, it offers clients access to vetted alternative opportunities through its relationship with a network of independent broker-dealers and third-party asset managers. Co-investments are typically sourced via these external relationships, not through proprietary research.
Is Northside Group structured as a single family office or a multi-family office?
Northside Group operates as a multi-family office serving unrelated high-net-worth families, trusts, and institutional clients. It is registered as an RIA with the SEC and does not serve a single controlling family. The firm's ADV disclosure confirms it has no single family that represents over 25% of its assets under management.
Does Northside Group participate in fund commitments or only direct deals?
Northside Group primarily allocates to pooled vehicles such as mutual funds, ETFs, and commingled trusts for its core portfolio. Direct deals and co-investments are offered on a select basis to accredited investors meeting qualified purchaser thresholds, typically through SPVs or feeder funds arranged by external partners.
What investment stages does Northside Group typically target?
The firm focuses on public-market strategies — large-cap value, growth, and fixed income — across developed markets. Alternative allocations may include private credit, real estate, and infrastructure funds, but the firm does not maintain a dedicated venture or early-stage allocation.
Where does the underlying wealth come from for Northside Group's clients?
Northside Group serves a broad mix of sources: business owners who have exited or sold their companies, multi-generational family wealth inherited from industrial or service-sector businesses, and medical professionals. No single wealth origin dominates, consistent with its multi-family office model.
Does Northside Group maintain philanthropic structures, and how are they separated?
Yes. The Northside Group Foundation was established in 2018 as a separate 501(c)(3) entity. It is funded by the firm's profits and by client contributions, and it makes annual grants to local Ohio Valley charities. The foundation is governed by an independent board that includes community representatives.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: