BridgePoint Strategy and Wealth Group was created to bring clients a more connected, comprehensive experience that aligns business strategy, financial planning, tax guidance, and long-term decision-making under a single trusted framework. By uniting Bannister Business Solutions, KB Tax Services, and Bannister Home Solutions, the organization offers an integrated approach that simplifies complexity and strengthens outcomes.

This merger was a deliberate and forward-looking step rooted in alignment, scalability, and sustainability. The leadership team remains focused on preserving the strengths, cultures, and client trust built within each firm, while designing a structure that supports growth, efficiency, and clarity. BridgePoint Strategy and Wealth Group reflects not just a new name but also a unified platform that enhances collaboration across disciplines and ensures that advice is coordinated, intentional, and centered on building lasting value.

Back Row: Cynthia Butler, Patricia Bannister, and Mary Young Jenkins
Seated: Kimberly Bannister