Tax Planning

Tax-efficient investment strategies, Roth conversions, charitable giving optimization, and year-round tax coordination to minimize liabilities and maximize after-tax wealth.

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

CFP® Professionals

Fiduciary Standard

$5K-$50K+

Avg Annual Tax Savings

Year-Round

Proactive Monitoring

CPA Coordinated

Seamless Integration

Strategic Tax Planning That Preserves Your Wealth

Keep More of What You Earn

Strategic tax planning typically saves high-income households $5,000-$50,000+ annually through optimized investment placement, smart conversions, and proactive coordination.

Year-Round Proactive Strategy

Unlike once-a-year tax prep, we monitor your situation continuously and identify opportunities before deadlines pass, preventing costly missed savings.

Seamless CPA Coordination

We work directly with your tax preparer to ensure investment decisions, distributions, and planning strategies align perfectly with your tax return preparation.

Retirement Tax Optimization

Strategic Roth conversions, withdrawal sequencing, and RMD planning can reduce your lifetime tax burden by hundreds of thousands while preserving wealth for heirs.

Maximize Charitable Impact

Advanced giving strategies double the tax benefit of your generosity through donor-advised funds, appreciated security donations, and qualified charitable distributions.

Investment Tax Efficiency

Systematic tax-loss harvesting and asset location strategies enhance after-tax returns by 0.5-1.5% annually without changing your risk profile or investment philosophy.

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

★ ★ ★ ★ ★

“Petrichor's tax planning saved us over $18,000 last year through Roth conversions and tax-loss harvesting we never would have known about. Our CPA loves working with them because everything is documented and coordinated perfectly. Best financial decision we've made.”

— Michael R.

★ ★ ★ ★ ★

“The Q4 tax projection meeting caught a huge opportunity—we were able to convert $65,000 to Roth while staying in the 24% bracket. They modeled exactly how it would affect our Medicare premiums and future RMDs. This level of planning is worth every penny.”

— Jennifer K.

★ ★ ★ ★ ★

“As business owners with variable income, our tax situation was always chaotic. Petrichor set up a donor-advised fund strategy that bunched three years of charitable giving into one high-income year, saving us $14,000. They think ahead in ways our previous advisor never did.”

— David and Susan T.