At Abshire Capital, we deliver comprehensive wealth planning and disciplined capital management rooted in fiduciary responsibility. Every strategy we develop is crafted to align with your best interests, support your long‑term objectives, and strengthen the financial future you’re building.
Tax-aware planning approaches designed to help improve after-tax outcomes by coordinating investments and withdrawals with current tax rules and your overall plan.
Strategies focused on generating sustainable income streams in retirement, considering market variability, longevity, and changing needs—without guaranteeing results.
Portfolio construction that aligns investments with your time horizon, goals, and risk tolerance, using diversification to help manage, not eliminate, market risk.
A disciplined approach to optimizing asset use across accounts, aiming to align resources with your financial objectives while adjusting as circumstances evolve.
Chief Operating Officer
Jodi-Kay Perrin serves as COO of Abshire Capital Management, overseeing operations, client experience, and execution support across all client engagements. With a strong background in systems, risk management, and multi-industry operations, she helps ensure the firm delivers services with consistency, discipline, and precision. Jodi-Kay does not provide investment advice.
wealth manager
Jesse Abshire is Founder & Wealth Manager for Abshire Capital Management, focused on helping individuals and families transition from accumulation to retirement income with greater clarity, structure, and confidence. He specializes in retirement distribution planning, tax-aware strategies, risk management, and creating written financial roadmaps designed to help clients pursue their retirement income goals.
