New York, NY – The U.S. wealth management sector is poised for an intriguing development with the return of Zachery Talley, a finance entrepreneur and attorney known for his strong views on tax reform – including his involvement in a $175 million lawsuit against the IRS in 2017. Talley, who has acquired Harman Hammon and Coates (HHC), is set to introduce a rebranded entity with a distinctly faith-based and community-focused approach.
Talley has announced his relocation back to the United States to personally oversee the launch, with Atlanta, GA, Charlotte, NC, and Nashville, TN, earmarked as the initial key markets. The new brand identity is expected to be revealed during the Juneteenth weekend.
Following the acquisition, Talley has implemented “Operation Excellence,” an internal restructuring of HHC. His vision centers on a family office model that integrates faith with a strong emphasis on financial literacy and equity, specifically targeting middle-class and underserved communities. A significant component of this strategy is the launch of a youth financial literacy program, slated to begin in July at Dr. Dexter Howard’s Restoration Place Church in Charlotte, NC. The name of this program will also be unveiled during the Juneteenth announcement.
Talley’s background as an economist and his history of challenging the IRS suggest a strategic perspective on potential future tax landscape shifts. His decision to build a wealth management firm with a strong community focus, starting in the Southeast, presents a unique value proposition. The industry will be watching to see how this unconventional model, blending faith, financial education, and a commitment to equity, resonates with clients and disrupts traditional wealth management norms. The Juneteenth weekend announcement will provide further clarity on Talley’s innovative approach.
