About My Practice
Three Leaf Financial is a full service financial planning firm that was established in March 2010 with the fundamental goal of building sound financial plans for all of their clients. The founder of Three Leaf Financial, Derek Sauerwine, works one-on-one with his clients to create, implement and manage tailored financial plans. Each plan is unique with the right blend of investments, insurance and planning in order to accomplish each client's goals. The practice continues to flourish because at it's core, it is built on a life-long relationship model and Derek's ability to make complex ideas easy to understand. As a Fiduciary, you can always count on your best interest being put first and that every plan is put in writing with clear disclosure of any fees or charges for implementation and management.
As an Investment Advisor Representative (IAR) of Brookstone Capital, Derek has a Fiduciary responsibility to put his clients' best interest first. Brookstone Capital provides Derek with the resources to create dynamically diversified blended investment portfolios with each account tailored specifically for that client's risk-tolerance, time horizon and goals. The word "cookie cutter" does not apply to our designs. Portfolio's can be blended with both Tactical & Strategic Elements in addition to be directed towards income generation, capital appreciation or tax efficiency. In addition to Investment Management, Derek is Insurance licensed to handle Life Insurance and Annuities.
Offering Advice Since
Areas of Specialty
Comprehensive financial planning
Investment planning and asset management
Long-term and elder care
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Life, Annuities & Health in VA, MD, DC, WV, FL, NY, NC, NV, NJ, PA, IL, CA
Security Licenses: Series 65
Investment Advisor Registration: Investment Advisor Representative, Brookstone Capital
Charges to Clients for Services
Fee based on percentage of assets managed
Commissions on insurance products purchased
My Association with the Office or Firm