FAQ: Simon Quick Advisors' WealthMetrx Service Launch
Summary
Simon Quick Advisors has launched WealthMetrx, a proprietary service that provides high-net-worth clients with visual, multi-year tax analysis to uncover efficiency opportunities and strategic alignment. This tool enhances tax planning by comparing clients' profiles to peer groups and works alongside existing CPAs without replacing them.
What is WealthMetrx and who launched it?
WealthMetrx is a proprietary service launched by Simon Quick Advisors, designed to help clients better understand their tax landscape and uncover opportunities for greater efficiency and strategic alignment through visual, multi-year analysis.
How does WealthMetrx work?
It evaluates previously filed federal and state tax returns and compares them to a curated peer group of high-net-worth individuals, delivering a visual analysis that shows how income sources, charitable giving, and major life events impact effective tax rates over time.
Why is WealthMetrx significant for clients?
It empowers clients to make smarter, forward-looking decisions by providing better visibility into their tax strategy performance, helping identify gaps, maximize charitable impact, and align financial decisions with long-term goals.
Does WealthMetrx replace tax professionals like CPAs?
No, WealthMetrx does not replace tax professionals—it enhances their work by bringing strategic context and a visual benchmark to the planning process, and Simon Quick works alongside clients’ existing CPAs or tax preparers.
Who can access WealthMetrx?
WealthMetrx is available exclusively to Simon Quick clients and is now live, continuing the firm’s tradition of investing in personalized, data-informed advice solutions.
What are the key benefits of using WealthMetrx?
Benefits include a deeper, data-driven understanding of tax profiles, the ability to compare to peers, identification of planning gaps, and support for more informed financial and charitable decisions.
Who is Christopher Moore and what did he say about WealthMetrx?
Christopher Moore is a Managing Partner at Simon Quick Advisors who stated that WealthMetrx turns complexity into clarity and helps clients see what they could be doing differently in their tax strategy.
How does Simon Quick Advisors support clients with WealthMetrx?
The firm uses a collaborative, planning-first approach, working alongside each client’s existing tax professionals to uncover insights that support more informed decisions without replacing them.
Where is Simon Quick Advisors based and what is their scale?
Simon Quick Advisors is headquartered in Morristown, New Jersey, with additional offices in New York, NY; Garden City, NY; Denver, CO; Chattanooga, TN; and Palm Beach, FL, overseeing $9.9 billion in Assets Under Advisement and $7.8 billion in Assets Under Management as of June 30, 2025.
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