Copyright 2016 Three Leaf Financial. Investment Advisory Services offered through Brookstone Capital Management, LLC. (BCM), a SEC Registered Investment Advisor. Three Leaf Financial and BCM are independent of each other. This website is for informational purposes only and does not take into account your particular investment objectives, financial situation or needs, and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives and investments are not suitable for all persons. For a complete description of investment risks, fees and services review the Brookstone Capital Management firm brochure (ADV Part 2) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management.  Three Leaf Financial is not endorsed by or affiliated with the Social Security Administration or any government agency. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.

About

Three Leaf Financial Logo

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 practice works one-on-one with 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 the ability to make complex ideas easy to understand. As a Fiduciary, you can always count on your best interest being served. 

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Derek N. Sauerwine
Founder & Advisor

Derek attended East Stroudsburg University, and after a successful career in the hospitality industry developing hotels nationwide he started his own Financial Advisory Practice. He brings his love of numbers, planning expertise and overall passion to help people, into his everyday interaction with his clients.
 

Since starting the practice in 2010, Derek has made it his mission to help arm and educate his clients' with the knowledge they need in order to make sound financial decisions for themselves and their loved ones. 
 

As a licensed Fiduciary, Derek works in his clients' best interest on investment design and management in addition to being licensed as an Independent Insurance Agent. 

Derek@ThreeLeafFinancial.com 

Advisor Background Check
Insurance Licensed- Three Leaf Financial
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Jason E. Torres
Associate Advisor

 Jason joined the practice having graduated from the College of William and Mary in 2010 in addition to earning his paralegal certificate from George Mason University in 2011. A lifelong Fairfax County resident, he dedicated the first seven years of his career working in public service with the Fairfax County Circuit Court. As a Deputy Clerk, Jason offered guidance to thousands of county residents, land developers, law offices, mortgage companies and banks. 

 

Jason's passion for guiding is evident and he will spend his first year with Three Leaf Financial earning state accreditation, familiarizing himself with practices and meeting clients.  

Jason@ThreeLeafFinancial.com

Insurance Licensed- Three Leaf Financial