Announcing the Next Chapter.

15 years ago, our founder and President, James Traylor, set out to create a financial organization that would change the way people view planning for the future for people with disabilities. Over 600 families later, Upstate Special Needs Planning and Consulting has met that goal and is taking the next step towards building and expanding that vision.

Effective February 3rd, 2023, Upstate Special Needs Planning, Inc. will be known as Rivent Partners, Inc., and their sister company, Upstate Special Needs Consulting, will be Rivent Partners Disability Planning. This announcement comes on the heels of a merger with the practice of Charles Krause Insurance & Investments. With over $190 million in assets under management and a specialty disability consulting practice, this merger allows us to provide even more financial management options for our clients in securing long-term sustainability. This merger also expands our traditional client service offerings for families and businesses. Over the next year, we will be growing our firm in size and services as we continue to add to our team.

Our new brand, ‘Rivent’ (pronounced: rye-vent), reflects where we came from and where we are going. We strive to be the premier planning organization in New York for individuals, businesses, and families that are looking for a relationship-first planning team. What started as a small company in Rochester, New York now serves clients in Syracuse, Buffalo, the New York City metro area, Long Island, and Westchester County.

As we move into the next chapter of our company’s brand, we look forward to the next chapter in our relationship with you!