Fee-only wealth management for life's most important transitions
Fee-only financial planning for complex life transitions
408 E Market St # 202 · Parking: Metered street parking and public garages nearby in downtown Charlottesville
Petrichor Wealth Management Services
529 college savings plan management, financial aid strategy, and education funding projections to help families prepare for rising education costs.
Comprehensive retirement income strategies, Social Security optimization, pension analysis, and withdrawal planning to ensure financial security throughout retirement.
Tax-efficient investment strategies, Roth conversions, charitable giving optimization, and year-round tax coordination to minimize liabilities and maximize after-tax wealth.
Collaboration with estate attorneys to structure trusts, coordinate beneficiaries, and develop wealth transfer strategies that align with your legacy goals.
Ongoing portfolio design, asset allocation, rebalancing, and performance monitoring tailored to your risk tolerance, time horizon, and financial goals.
Charitable giving strategies including donor-advised funds, charitable trusts, and planned giving to maximize impact while optimizing tax benefits.
Managing Director, Wealth Advisor
Jason Statuta is the Managing Director and Wealth Advisor at Petrichor Wealth Management, a fee-only fiduciary advisory firm he founded in Charlottesville, Virginia. Jason specializes in comprehensive financial planning for individuals and families navigating complex life transitions, including retirement, education funding, tax strategy, and estate coordination. His approach emphasizes transparency, long-term relationships, and objective advice free from commissions or conflicts of interest.
Our Location
| Mon | 8:00 AM – 5:00 PM |
| Tue | 8:00 AM – 5:00 PM |
| Wed | 8:00 AM – 5:00 PM |
| Thu | 8:00 AM – 5:00 PM |
| Fri | 8:00 AM – 5:00 PM |
| Sat | Closed |
| Sun | Closed |