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Service area

Where Peter works in the Hudson Valley.

Peter Guggisberg lives in Putnam County and meets with families across the broader Hudson Valley, in person and by video. Each town has its own planning context. Find yours.

Aerial view of a Hudson Valley farmhouse in a clearing, the Catskill Mountains in the background under autumn foliage

Hudson Valley

Where Peter works.

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Towns covered

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Counties served

Newburgh

NY Office

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In-person radius

Why local matters

Hudson Valley planning is not generic planning.

The financial conversation here looks different than the national average. Higher incomes than most counties, appreciated home values, NY-specific tax rules, and a household mix that ranges from long-tenured commuters to recent NYC transplants. Each town page below covers what is specific to that town.

Commuter economy

Income protection + home equity drive most plans.

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Putnam, NY's 3rd highest-income county

Ultra-high earners

Roth timing, NY estate exposure, outside coverage.

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Yorktown households, US income percentile

Rising equity

The NY estate cliff is closer than most realize.

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2026 NY estate-tax exemption, 5% cliff

Swipe to explore

Your town not listed?

Peter likely works there anyway.

The pages above cover the highest-volume areas. Peter’s service area extends across five counties:

Putnam CountyWestchester CountyDutchess CountyOrange CountyUlster County