Helen Berenyi, CFP®
Financial Advisor Located in Charleston, SC and Serving the Entire Area
• Financial Planning
• Retirement Planning
• Investment Management
• Wealth Management
• Insurance Planning
• Tax Planning
• Charitable Gifting
• Estate Planning
• Education Planning
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210 Coming Street, Suite C
Charleston SC 29403
Our approach is refreshingly fee only, active management of accounts, and we focus on objective, rules-based investment strategies. We know what works, and we pay attention to key investment indicators, allowing us to manage assets through logic, not emotion.
Title in the firm
Founder and CEO

Helen “Cokie” Berenyi is Founder and CEO of Alphavest, a leading provider of online, fee-only, investment management solutions. In addition to Alphavest, Mrs. Berenyi is also the Founder and President of Red Triangle, LLC, one of the Southeast’s most prestigious boutique wealth management firms.

From June 1996 to December 2007, Mrs. Berenyi served as financial advisor with Interstate Johnson Lane/Wachovia Securities.

Mrs. Berenyi is a Foundation Board Member of the Medical University of State of South Carolina(MUSC), a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional. She is also the founder of Rein and Shine, an equine therapy facility, and She C.L.I.M.B.S. a self-esteem building program for young women.

Mrs. Berenyi was awarded “Top 40 Under 40″ for Charleston, NC in 2012 and also named “Most Influential Women in Business” by the Charleston Regional Business Journal. She is an avid mountain climber and has summited 2 of the world’s highest peaks. She received her BS from Clemson University in 1995.

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