Simon Quick Advisors Launches WealthMetrx to Provide Data-Driven Tax Analysis for High-Net-Worth Clients

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. The service 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 result is 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 that WealthMetrx empowers 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 but 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 that clients often ask how they compare to others in similar situations or if they are missing opportunities. WealthMetrx answers those questions with clarity and confidence, serving as 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. The service represents a significant advancement in wealth management technology, providing clients with unprecedented insights into their tax strategies and financial planning.