Curated News
By: NewsRamp Editorial Staff
September 02, 2025
Simon Quick Advisors Launches WealthMetrx for Tax Clarity
TLDR
- Simon Quick Advisors' WealthMetrx service provides high-net-worth clients with a competitive edge through data-driven tax optimization and peer benchmarking for greater financial efficiency.
- WealthMetrx analyzes past tax returns using visual multi-year comparisons to peer groups, identifying patterns in income sources and charitable giving for strategic planning.
- This service helps clients maximize charitable impact and align financial decisions with long-term goals, creating better outcomes for families and communities through informed giving.
- WealthMetrx turns complex tax data into clear visual insights, revealing how life events and financial choices shape your tax profile over time.
Impact - Why it Matters
This development matters because tax optimization is crucial for wealth preservation and growth, particularly for high-net-worth individuals who face complex tax situations. WealthMetrx addresses a common pain point by providing data-driven insights that help clients understand how they compare to peers and identify potential tax savings opportunities. In an era of increasing tax complexity and scrutiny, tools like this empower individuals to make more informed financial decisions, potentially saving significant amounts in taxes while ensuring compliance. The service's collaborative approach with existing tax professionals means clients can enhance their current advisory relationships rather than replacing them, making sophisticated tax analysis more accessible and actionable for wealth preservation strategies.
Summary
Simon Quick Advisors, a prominent national independent wealth management and multi-family office firm, has launched WealthMetrx, an innovative proprietary service designed to revolutionize how high-net-worth clients understand their tax landscape. This groundbreaking tool provides visual, multi-year analysis of clients' tax profiles by evaluating previously filed federal and state returns and comparing them against a curated peer group of similar high-net-worth individuals. The result is a data-driven understanding that reveals how income sources, charitable giving, and major life events impact effective tax rates over time, transforming complex tax information into actionable insights.
According to Christopher Moore, Managing Partner at Simon Quick Advisors, "This is about turning complexity into clarity." WealthMetrx empowers clients to make smarter, forward-looking decisions by providing unprecedented visibility into tax strategy performance and identifying opportunities for greater efficiency. The service reflects Simon Quick's planning-first philosophy and collaborative approach, working alongside clients' existing CPAs and tax preparers rather than replacing them. By bringing strategic context and visual benchmarking to the planning process, WealthMetrx helps answer critical questions about comparative performance and potential missed opportunities.
Available exclusively to Simon Quick clients, WealthMetrx continues the firm's tradition of investing in personalized, data-informed solutions. With $9.9 billion in Assets Under Advisement and serving over 650 client relationships nationwide, Simon Quick Advisors demonstrates its commitment to delivering sophisticated tools that align financial decisions with long-term goals. The service is now live and represents a significant advancement in wealth management technology, helping clients maximize charitable impact, identify strategic gaps, and achieve greater tax efficiency through comprehensive data analysis and peer benchmarking.
Source Statement
This curated news summary relied on content disributed by citybiz. Read the original source here, Simon Quick Advisors Launches WealthMetrx for Tax Clarity
