Northside Group Wealth Management, LLC

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).

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.

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.

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.

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.

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.

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.