Simon Quick Advisors Launches WealthMetrx to Provide Data-Driven Tax Analysis for High-Net-Worth Clients
Simon Quick Advisors has introduced WealthMetrx, a proprietary service offering visual, multi-year tax analysis that helps high-net-worth clients benchmark their tax strategies against peers and identify opportunities for greater efficiency and strategic alignment.
Simon Quick Advisors, a national independent wealth management and multi-family office firm, has launched WealthMetrx, a proprietary service designed to help clients better understand their tax landscape and uncover opportunities for greater efficiency and strategic alignment. WealthMetrx delivers a visual, multi-year analysis of a client's tax profile by evaluating previously filed federal and state returns and comparing them to a curated peer group of high-net-worth individuals.
The service provides a deeper, data-driven understanding of how income sources, charitable giving, and major life events impact a client's effective tax rate over time. Christopher Moore, Managing Partner at Simon Quick Advisors, stated, "This is about turning complexity into clarity. WealthMetrx empowers our clients to make smarter, forward-looking decisions by giving them better visibility into how their tax strategy is performing—and what they could be doing differently."
The launch reflects Simon Quick's planning-first philosophy and collaborative approach. The firm works alongside each client's existing CPA or tax preparer to uncover insights that support more informed decisions. WealthMetrx does not replace a tax professional—it enhances their work by bringing strategic context and a visual benchmark to the planning process.
Christopher B. Moore, CFP®, Managing Partner at Simon Quick Advisors, explained, "Our clients often ask, 'How do I compare to others in my situation?' or 'Am I missing anything?' WealthMetrx answers those questions with clarity and confidence. It's a powerful tool for identifying gaps, maximizing charitable impact, and aligning financial decisions with long-term goals." Available exclusively to Simon Quick clients, WealthMetrx is now live and continues the firm's tradition of investing in solutions that deliver personalized, data-informed advice. For more information about the firm, visit https://www.simonquickadvisors.com.