Investment Management

Ongoing portfolio design, asset allocation, rebalancing, and performance monitoring tailored to your risk tolerance, time horizon, and financial goals.

Schedule Consultation Call (434) 979-4822

Opens today at 8 AM

408 E Market St # 202 · Parking: Metered street parking and public garages nearby in downtown Charlottesville

Fiduciary

Legally Required to Act in Your Best Interest

$250K+

Minimum Portfolio Size for Personalized Service

Quarterly

Performance Reviews and Strategy Updates

No Commissions

Fee-Only Structure Aligns Our Interests with Yours

Investment Management That Puts Your Goals First

Personalized Strategy, Not Generic Algorithms

Custom portfolio design based on your complete financial picture, goals, and life circumstances—not just a risk questionnaire.

Stay Disciplined When Markets Test Your Nerves

Professional guidance during volatility helps you avoid costly emotional decisions that derail long-term wealth building.

Tax-Efficient Investing That Keeps More Money Working

Strategic tax-loss harvesting, asset location optimization, and withdrawal strategies minimize tax drag on your returns.

Time Back for What Matters Most

Let experts handle portfolio management, research, and monitoring while you focus on career, family, and living your life.

Institutional Access and Diversification

Benefit from institutional-class investments and sophisticated diversification strategies typically unavailable to individual investors.

Comprehensive Wealth Management, Not Just Returns

Investment strategy coordinated with retirement planning, tax optimization, estate planning, and all your financial goals.

Jason Statuta

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.

What People Are Saying

★ ★ ★ ★ ★

“After years of managing my own portfolio, I realized I was making emotional decisions during market swings that cost me dearly. Petrichor's investment management brought discipline and tax strategies I wasn't implementing. Six months in, I'm sleeping better and my portfolio is actually better positioned for my retirement timeline.”

— Michael T.

★ ★ ★ ★ ★

“We came to Petrichor after selling our business with more money than we'd ever managed before and complete paralysis about what to do. Their investment management service gave us a clear strategy that balances our need for income now with growth for the next 30 years. The quarterly reviews keep us on track without obsessing over daily market moves.”

— Jennifer and David K.

★ ★ ★ ★ ★

“What I appreciate most about Petrichor's investment management is how it integrates with everything else—my taxes, estate plan, retirement income strategy. It's not just picking investments; it's making sure everything works together efficiently. The tax-loss harvesting alone has saved me thousands, and I finally understand where I stand financially.”

— Robert L.