Giving Back with Purpose: Charitable giving strategies adapt to new tax rules in the US
As tax laws change, so do the opportunities to make charitable giving more strategic. With new tax provisions taking effect in 2026, thoughtful planning is more important than ever. From donating appreciated investments to exploring tax-efficient giving strategies, understanding how charitable contributions fit into your broader financial picture can help you make informed decisions.
We're proud to see Steve Kunkle, CPA, MBA, Tax Director, and Todd Alexander Jr. , Senior Vice President at Brighton Securities, sharing their expertise with the @RBJdaily.
At Brighton Securities, we believe financial planning and tax planning go hand in hand. Our integrated approach helps clients align their financial goals with the causes and communities that matter most to them.
📰 Read the full article in the Rochester Business Journal:
rbj.net/2026/10/27/charitabl…
#BrightonSecurities #CharitableGiving #FinancialPlanning #TaxPlanning #WealthManagement #RochesterBusinessJournal #FinancialEducation #WeWillBeThere
Celebrating Leadership at Brighton Securities!
We’re proud to share that our CEO, Melissa Hawryschuk, has been named to the @RBJdaily ’s 2026 Power List for Banking & Finance!
This recognition highlights influential leaders who are helping shape the future of Rochester’s financial services industry.
Melissa’s commitment to fostering a strong team culture, driving innovation, and positioning Brighton Securities for continued growth and expansion is helping shape an exciting future for our firm, our clients, and the communities we serve.
"I’m honored to be recognized alongside such accomplished leaders who are shaping Rochester’s financial services industry. Brighton Securities’ continued growth reflects the strength of our people, our commitment to innovation, and our strategic vision. With a clear vision for growth, we’re excited about what’s next for our firm and the opportunities to further strengthen the communities we serve." - Melissa Hawryschuk, CEO, Brighton Securities Holdings, Inc.
👏 Please join us in congratulating Melissa on this well-deserved recognition, along with all of this year’s Power List honorees!
💬 What’s next for Brighton Securities? Read Melissa’s perspective on strategic growth, strengthening our communities, the evolving financial services industry:
🔗 rbj.net/2026/10/16/melissa-a…
View the full 2026 Power List for Banking & Finance:
🔗 rbj.net/2026/10/16/power-lis…
#BrightonSecurities #RBJPowerList #Leadership #StrategicGrowth #WealthManagement #RochesterNY #WomenInLeadership #WeWillBeThere
📣 Join Us This Thursday!
Are you taking the right steps today to prepare for the retirement you envision?
This Thursday, October 15, @ChuckWade, Senior Vice President and Financial Advisor with The Wade Group at Brighton Securities, will join local financial professionals for the @RBJdaily's virtual panel discussion, Planning for Retirement & Wealth Management.
The conversation will explore key retirement planning strategies, wealth management considerations, and ways to prepare for your financial future.
📅 Thursday, October 15
⏰ 10:00–11:00 AM EDT
💻 Virtual Event
Don't miss this opportunity to gain valuable insights and perspectives on planning for retirement.
🔗 Register today: rbj.net/event/planning-for-r…
#BrightonSecurities #RetirementPlanning #WealthManagement #FinancialPlanning #TheWadeGroup #WeWillBeThere
Planning for retirement? Join Brighton Securities’ @ChuckWade on Oct. 15 for a virtual @RBJdaily panel on retirement planning, wealth management and preparing for your financial future.
📅 Oct. 15 | 10–11 AM EDT
💻 Register: rbj.net/event/planning-for-r…
#RetirementPlanning #WealthManagement
Ethan Wade, Chief Development Officer, Senior Vice President and Financial Advisor with The Wade Group at Brighton Securities, recently shared his perspective with the @RBJdaily on the financial and personal considerations that come with retirement.
Ethan highlights an important part of retirement planning that can sometimes be overlooked: the shift in identity, routine and purpose that comes with leaving the workforce.
As Ethan shared with RBJ:
“We have spent our lives being disciplined savers. And now it’s time to be disciplined spenders so that you can enjoy your retirement and spend time with whoever it is that’s important to you.”
His perspective is a great reminder that a successful retirement plan isn't simply about accumulating enough, it’s about creating a plan that gives you the confidence to enjoy what you’ve worked so hard to build.
Read the full article: Rochester financial advisors guide retirees through longevity and income challenges rbj.net/2026/09/16/rochester…
#BrightonSecurities #RetirementPlanning #FinancialPlanning #WealthManagement #RochesterNY #FinancialAdvisor
⛳ A great day on the course for an even greater cause!
Brighton Securities was proud to participate in the @rocsbc annual Golf Scramble at Cobblestone Creek Country Club.
The event brings together members of Rochester’s business community for a day of connection, camaraderie and community impact, all while raising funds for SBC Cares.
“Seeing Rochester’s small business community come together to support SBC Cares is a great reminder of what we can accomplish when local businesses work together. I’m proud of the generosity and commitment of everyone who makes this event, and the impact it creates for thousands of families, possible.”
— Jordan Daniels, Chief People Officer, Brighton Securities & President, Small Business Council of Rochester
We’re grateful to the Small Business Council, @RochesterChambr, sponsors, volunteers and fellow golfers who made this year’s event such a success.
📸 Sharing a few highlights from a fantastic day on the course!
#BrightonSecurities #SmallBusinessCouncil #SBCCares #GreaterRochesterChamber #RochesterNY #CommunityImpact #RochesterBusiness #WeWillBeThere
The Fed raised interest rates. 📈 What does that mean for your money?
@ChuckWade , Senior Vice President & Financial Advisor with The Wade Group at Brighton Securities, breaks down the latest Fed decision and what investors should know.
#Fed #InterestRates #Investing
Wishing you and your loved ones peace, prosperity, and happiness in the new year. Happy Rosh Hashanah! Shana Tova!
Today, members of the Brighton Securities team came together with our Rochester community to honor the 25th anniversary of September 11 through a morning of remembrance and service. 🇺🇸
We were proud to participate in Rochester’s 9/11 Day Meal Pack, hosted by Wegmans, joining hundreds of volunteers, local businesses, and first responders to pack meals benefiting Foodlink and local families facing hunger.
As we remember the lives lost, the heroes who answered the call, and all those forever impacted by September 11, we’re reminded of the strength that comes from a community united in service to others.
We’re grateful to our team members who volunteered this morning and to everyone who helped make this meaningful day of service possible.
We remember. We honor. We serve.
#NeverForget #September11 #911Day #DayOfService #BrightonSecurities #Foodlink #RochesterNY #Community #GiveBack
Market volatility doesn’t just test investment strategies. It tests investor behavior.
📉 When markets move quickly and headlines create uncertainty, one of the most important decisions investors can make may be not reacting emotionally.
Todd Alexander Jr. , Senior Vice President & Financial Advisor at Brighton Securities, recently shared his perspective with the @RBJdaily on why managing emotions is such an important part of navigating changing markets.
As Todd explains:
“The greatest value a financial advisor can provide isn’t predicting the future. It’s helping clients make objective, informed decisions when emotions are telling them to do the opposite.”
✅ Read Todd’s full commentary in the Rochester Business Journal:
rbj.net/2026/08/12/financial…
What helps you keep market volatility in perspective ❓
#FinancialPlanning #WealthManagement #MarketVolatility #FinancialAdvisor #RochesterNY
We were proud to attend and support the 4th Annual @GrowBrightonBiz Golf Tournament, benefiting the Brighton Food Cupboard! ⛳
It was a fantastic day connecting with fellow local businesses, community leaders, and supporters—all coming together for a great cause. Events like these highlight the power of collaboration and the positive impact we can make when we invest in our community.
Thank you to the Brighton Chamber of Commerce for organizing another outstanding tournament and to everyone who participated in helping support the Brighton Food Cupboard and the important work they do for families in our community.
#BrightonSecurities #BrightonChamber #Community #RochesterNY
🏆We’re honored to be named the Best Wealth Management Firm in the 2026 @RBJdaily Reader Rankings!
This recognition is especially meaningful because it comes from the Greater Rochester community we’ve proudly called home since 1969.
For more than 57 years, our clients, colleagues, and community have been at the heart of who we are. To be recognized by the people and businesses we serve is more than an award—it’s a reflection of the trust, relationships, and shared commitment that have helped shape Brighton Securities for generations.
“As we look to the future, this recognition gives us tremendous confidence in the foundation we have built and the opportunity ahead of us. Our vision is to thoughtfully expand Brighton Securities into new markets, welcome talented advisors who share our commitment to clients, and bring the level of personal service and trusted relationships that have defined our firm since 1969 to more communities.”
— Melissa Hawryschuk, Chief Executive Officer, Brighton Securities Holdings, Inc.
We were proud to celebrate this recognition alongside so many outstanding organizations and leaders from across our community. Swipe through for a few moments from the 2026 Reader Rankings celebration! 📷
To our clients, our team, and the Greater Rochester community: thank you. Your trust inspires us to keep growing, investing in our people, and building on the values that have guided Brighton Securities for more than five decades.
Congratulations to all of this year's Reader Rankings winners and honorees!
Read more about this recognition and the future of Brighton Securities: brightonsecurities.com/press…
#BrightonSecurities #ReaderRankings #BestWealthManagement #RochesterNY #GreaterRochester #WealthManagement #FinancialServices #Community
⛳️ We’re excited to tee off for a great cause!
Brighton Securities is proud to once again serve as the Presenting Partner of the 11th Annual Patrick Carr Memorial Golf Tournament, benefiting @curekidscancer_ !
We’re looking forward to a great day on the course as we come together to honor Patrick’s memory and support the incredible work C.U.R.E. does for local families in our community.
Here’s to a fantastic tournament and an even greater impact! 💛🏌️♂️
#BrightonSecurities #CUREChildhoodCancer #PatrickCarrMemorial #CommunityStrong #GivingBack #RochesterNY
Your 401(k) isn't a money tree—it's an apple tree. 🌳🍎
Long-term wealth isn't built overnight. It's grown through patience, consistency, and giving your investments time to flourish.
In his latest article, Joseph Del Prete, Financial Advisor, shares why changing the way you think about retirement investing can make all the difference.
Read more: brightonsecurities.com/blog/…
#401k #RetirementPlanning #Investing #FinancialPlanning
The Great Wealth Transfer may be one of the biggest financial stories of our time—but it may not unfold the way many families expect.
Longer life expectancies, rising healthcare costs, changing spending habits, and evolving estate planning strategies are reshaping when—and how—wealth is passed from one generation to the next. The result? Relying on an inheritance without a plan could leave families unprepared.
In the latest commentary from Joseph Keller Del Prete, Financial Advisor, he explores why proactive financial, tax, and estate planning is more important than ever—and how families can prepare for wealth transfers before they happen.
Read the full article and learn how thoughtful planning today can help create greater confidence for tomorrow.
➡️ brightonsecurities.com/blog/…
#WealthManagement #EstatePlanning #FinancialPlanning #LegacyPlanning #RetirementPlanning #WealthTransfer #FinancialEducation #BrightonSecurities
💡 What are Trump Accounts, and why are they making headlines?
In Part 1 of our educational series, @ChuckWade , Senior Vice President & Financial Advisor, explains what these new accounts are, who they're designed for, and why families should understand them.
🎥 Watch now and follow Brighton Securities for Parts 2 & 3.
#TrumpAccounts #PersonalFinance #FinancialEducation #Investing #WealthManagement
Brighton Securities proudly celebrates America's 250th Independence Day, honoring the freedoms, opportunities, and enduring spirit that have shaped our nation for 250 years.
We wish you and your family a safe and happy Fourth of July; our offices will be closed on Friday, July 3, in observance of the holiday and will reopen Monday.
🚀 With today's highly anticipated IPO launch putting the spotlight back on innovation and the future of private markets, investors are asking an important question: How do you evaluate opportunities like SpaceX?
In our latest video, @ChuckWade of The Wade Group at Brighton Securities shares his perspective on SpaceX, the excitement surrounding disruptive companies, and what investors should consider before chasing the next big opportunity.
Watch the conversation below to hear Chuck's take on innovation, private investing, and keeping a long-term perspective in a rapidly changing market.
#SpaceX #IPO #Investing #PrivateMarkets #Innovation #WealthManagement #TheWadeGroup #BrightonSecurities
🚀 #SpaceX could make history on June 12. But should investors rush to buy?
With an estimated valuation approaching $1.75 trillion, the company that transformed commercial space travel and satellite communications could soon offer investors their first opportunity to own a piece of its future. But while the excitement is understandable, the real question isn't just whether to invest—it's whether an investment like SpaceX fits within your overall financial strategy.
In her latest commentary, Financial Advisor Jennifer Snyder explores the opportunities, risks, and key considerations surrounding the reported SpaceX IPO, including what investors should know before jumping aboard.
📈 Could SpaceX be the next great investment opportunity, or could early volatility create unexpected challenges?
👉 Take a closer look at the factors every investor should consider and click below to read the full article: brightonsecurities.com/blog/…
#SpaceX #IPO #Investing #FinancialPlanning #WealthManagement #MarketInsights #InvestSmart #BrightonSecurities
Markets are hitting record highs, yet headlines remain filled with geopolitical tensions, inflation concerns, and economic uncertainty.
So what should investors be paying attention to right now?
✅ Learn more as Michael Gorsky, Financial Advisor, explores the valuable lessons the year-to-date market environment can teach investors about staying disciplined, maintaining perspective, and focusing on long-term goals, even when uncertainty dominates the news cycle.
History has shown that markets can continue to move forward despite global challenges, making it more important than ever to avoid emotional decision-making and remain committed to a well-defined investment strategy. Recent market strength has coincided with ongoing geopolitical risks, underscoring the importance of maintaining a long-term perspective.
📈 Read the full article here: What June's Record Highs and Global Tensions Can Teach Investors Right Now brightonsecurities.com/blog/…
Have questions about how current market conditions may impact your financial plan? Connect with a Brighton Securities financial professional today.
#Investing #FinancialPlanning #MarketInsights #WealthManagement #BrightonSecurities #LongTermInvesting #FinancialAdvisor #MarketVolatility

























