FOR FAMILIES, BUSINESS, AND BEYOND.
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 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 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.