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Our Approach

Your Most Trusted Advisor

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A Clear Path Forward

Financial clarity materializes through a structured, intentional process that builds momentum over time.

Structured Planning.

Investment Advisory Services.
Disciplined Execution.

We provide collaborative financial planning and investment advisory services designed to bring structure and clarity to your entire financial picture.
We help you make informed decisions, implement them, and refine your strategy over time.

Core services include:

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Investment Strategy & Portfolio Design
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Coordinated Financial Planning
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Retirement Income Design
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Risk & Protection Planning
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Tax-Aware Strategies
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Equity Compensation & Liquidity Planning

Through each phase, our goal remains the same:

helping you live confidently today while preparing wisely for tomorrow.

Our awards

Times Union

Times Union Award

Recognized for excellence in the Capital Region.

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Office: 518-557-8277

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100 Saratoga Village Blvd
Suite 36D
Malta, NY 12020

For more information about NYLIFE Securities LLC and its investment professionals.

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Disclosure

Stephen Cardinal, and Daniel Pearsall are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Stephen Cardinal (CA Insurance License #4203521).
Daniel Pearsall (CA Insurance License #4098016).

As a New York Life Agent, Stephen Cardinal is licensed and authorized to offer insurance in California, but Post Time Wealth Solutions, LLC may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Daniel Pearsall is licensed and authorized to offer insurance in California, but Post Time Wealth Solutions, LLC may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Stephen Cardinal, 100 Saratoga Village Blvd Ste 36d, Malta, NY 12020, 518-557-8277.
Daniel Pearsall, 100 Saratoga Village Blvd Ste 36e, Malta, NY 12020, 518-557-8277.

Stephen Cardinal, and Daniel Pearsall are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

Post Time Wealth Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Post Time Wealth Solutions nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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