# Northside Group Wealth Management, LLC

Northside Group Wealth Management, LLC is a Multi Family Office based in Mount Airy, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Mount Airy, United States
- **Region:** North America
- **Address:** Cincinnati, OH, United States
- **Assets under management:** Undisclosed
- **Website:** northsidegroupwm.com

## Regulatory record

- **CRD number:** 148608
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148608

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Estate Planning

## People

- Matthew S. Goldstein — Managing Director
- David M. Kennedy — Director of Investments
- Gregory A. Nye — Managing Director

## 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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- [Coalson Financial Services](https://altss.com/profile/coalson-financial-services-llc)
- [Monarch Wealth Management](https://altss.com/profile/monarch-wealth-management-llc)

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Last updated: 2026-07-06T01:24:22.134Z

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