- About BridgePoint
Our Mission:
Empowering Strategy & Wealth
for Every Client
BridgePoint Strategy & Wealth Group was founded on a simple yet powerful belief: sustainable success requires both strategic vision and practical execution.
We exist to bridge the gap between where our clients are today and where they aspire to be—whether that’s launching a thriving business, achieving financial independence, preparing for homeownership, or building generational wealth.
Our integrated approach combines operations consulting, financial services, credit optimization, tax strategy, and wealth-building programs under one trusted roof, delivering clarity, structure, and results that last.
Kimberly Bannister
- Strategic Advisor • Wealth Strategist
Our Journey
Building a Legacy of Excellence
From vision to impact—our story of strategic growth and client success.
Core Values
The Principles That Define Us
Every decision we make, every strategy we create, and every relationship we build is grounded in these core values.
Integrity
We believe trust is earned through transparency and honesty. Our clients deserve clear communication, ethical guidance, and unwavering commitment to their best interests—always.
Excellence
We hold ourselves to the highest standards in everything we do. From strategic planning to client service, we deliver precision, professionalism, and results that exceed expectations.
Empowerment
We don't just provide solutions—we equip our clients with the knowledge, tools, and confidence to make informed decisions and achieve long-term independence.
Strategy-First Thinking
Before taking action, we ensure clarity of purpose. Our strategic approach means every step is intentional, aligned with your goals, and designed for sustainable impact.
Long-Term Wealth Building
We focus on creating generational wealth, not quick wins. Our strategies are built to withstand market changes, economic shifts, and the test of time.
Leadership
Meet Our Executive Team
Experienced professionals dedicated to delivering strategic clarity, financial empowerment, and sustainable wealth-building solutions.
20+
Years Experience
Kimberly Bannister
Kimberly Bannister is the visionary founder and CEO of BridgePoint Strategy & Wealth Group. With over 20 years of experience in business strategy, operations consulting, financial services, and wealth management, she has built a career helping individuals and organizations achieve sustainable success.
Her expertise spans strategic planning, operational efficiency, credit optimization, tax strategy, and financial literacy education. Before founding BridgePoint, Kimberly held senior advisory roles with corporate, nonprofit, and government clients, delivering high-impact solutions across diverse industries.
Known for her strategic mindset and client-first approach, Kimberly is committed to empowering clients with the clarity, structure, and systems needed to build long-term wealth and stability.
“True success is built on strategic clarity, disciplined execution, and a commitment to long-term thinking. At BridgePoint, we don’t believe in shortcuts—we believe in structure, systems, and sustainable growth.”
— Kimberly Bannister, Founder & CEO
Our Collective Impact
50+
Combined Years Experience
100+
Clients Served
98%
Client Satisfaction
4
Service Divisions
Why Choose BridgePoint
The Principles That Define Us
Every decision we make, every strategy we create, and every relationship we build is grounded in these core values.
Strategy + Execution Under One Roof
Most firms either advise or execute—rarely both. At BridgePoint, we integrate strategic planning with hands-on implementation, ensuring your vision becomes reality.
From developing your business model to optimizing operations, preparing taxes, or building credit—we stay with you through every phase of execution, providing accountability, guidance, and measurable results.
Operations & Strategy Consulting
Credit Repair & Financial Services
Tax Preparation & Planning
Homeownership Readiness Programs
Business Academy & Training
Multi-Service Expertise: Credit, Taxes, Business, Wealth
Why work with multiple vendors when you can have everything under one roof? BridgePoint’s integrated platform eliminates the complexity of coordinating between separate providers.
Whether you need credit repair, tax services, strategic consulting, or wealth-building guidance, our four divisions work together seamlessly to deliver comprehensive, coordinated support tailored to your goals.
Assess
Understand your current state and challenges
Strategize
Develop a clear, actionable roadmap
Execute
Implement solutions with accountability
Sustain
Build systems for long-term success
Streamlined, Step-by-Step Approach
Complexity creates confusion. Our structured 4-step process—Assess, Strategize, Execute, Sustain—breaks down even the most challenging goals into clear, actionable steps.
Every engagement begins with a comprehensive assessment of your current state, followed by strategic planning, disciplined execution, and ongoing support to ensure long-term sustainability.
Clear roadmaps, measurable milestones, and accountability every step of the way.
Ready to Start Your Journey?
Whether you're looking to scale your business, strengthen your financial foundation, or build long-term wealth, BridgePoint is here to guide you every step of the way.
Complimentary initial consultation • No pressure, just strategic insights