
Welcome to the Financial Freedom & Wealth Trailblazers Podcast! In today’s episode, we're talking about how to live a meaningful life right now, while still putting money aside for your retirement.
Nicole Meihofer’s approach to wealth management was shaped early on by the realization that the traditional financial advising model focused more on distant planning than joyful living. With years of experience in the financial industry, and lessons learned through her own personal wins and challenges, she set out to modernize that model. Her career includes experience working with high-net-worth families at Merrill Lynch, managing multi-million dollar portfolios and navigating complex human dynamics, creating financial plans while gaining profound insights into how people make financial decisions.
After Merrill, Nicole co-founded a wealth management firm in Chicago, IL before creating Pearlvest Capital—an investment management and wealth strategy firm designed to fill the gap strong leaders and forward-thinkers need now. The seed for Pearlvest was planted by deeply personal experience. When her mom passed away suddenly in 2013 at the age of 57, the retirement plans her parents had built were gone, and her dad’s life shifted in ways they never expected—overnight. This harsh realization that joyful living really should come first was a critical shifting point in her career and how she serves her clients today.
Continually driven by experiences that reinforced the importance of living well while planning wisely, Nicole started Pearlvest Capital to blend time-tested investment strategies with modern financial tools—helping clients build wealth that enriches their lives today while securing their future freedom.
Nicole Meihofer is an investment professional registered with IHT Wealth, LLC, a registered investment advisor with the SEC. The opinions expressed are solely those of the author and do not represent those of IHT Wealth, LLC or any of its affiliates. This information is for informational purposes only.
Connect with Nicole Here:
https://www.linkedin.com/in/nicolemeihoferweigel/
https://www.pearlvest.com/
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