Formerly Upstate Special Needs Planning, Rivent Partners is the premier planning organization in New York with a relationship-first planning team. What started as a small company in Rochester, NY now serves clients across New York State. 

Rivent Partners - Financial Planning

Rivent Partners Financial is a trusted resource for families, individuals and small business owners who are looking for a partner in planning for today and tomorrow. Rivent Partners Financial specializes in trust funding strategies, estate planning and retirement design.

Rivent Partners - Disability Planning

Rivent Partners Disability Planning is the premier planning organization of choice for families looking for sustainable life care planning for a loved one with disabilities. Rivent Disability Planning specializes in benefits navigation, housing strategies and determining a strategy for when primary caregivers are no longer here.