Simon Quick Advisors Launches WealthMetrx™ Benchmarking to Empower Smarter, Tax-Efficient Planning
New service gives clients a clearer view of their tax profile by transforming complex data into actionable insights
MORRISTOWN, N.J., Sept. 2, 2025 /PRNewswire/ -- Simon Quick Advisors, a national independent wealth management and multi-family office firm, announced today the launch of 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 result: a deeper, data-driven understanding of how income sources, charitable giving, and major life events impact a client's effective tax rate over time.
"This is about turning complexity into clarity," said Christopher Moore, Managing Partner at Simon Quick Advisors. "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.
"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," said Christopher B. Moore, CFP®, Managing Partner at Simon Quick Advisors. "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.
About Simon Quick Advisors
Founded in 2004, Simon Quick Advisors is an independent wealth management firm serving high-net-worth individuals and families across the United States. As of June 30th, 2025, the firm oversees $9.9 billion in Assets Under Advisement and $7.8 billion in Assets Under Management. With over 650 client relationships and an advisor-to-client ratio of 1:26, Simon Quick delivers highly personalized service through a team-based approach. Headquartered in Morristown, New Jersey, the firm also has offices in New York, NY; Garden City, NY; Denver, CO; Chattanooga, TN; and Palm Beach, FL. To learn more or schedule a consultation, visit www.simonquickadvisors.com or email info@simonquickadvisors.com.
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Important Disclaimer
WealthMetrx results should not be taken as tax advice. All results and/or inferences should be brought to your CPA or other tax professional. WealthMetrx results will vary due to individual circumstances.
WealthMetrx is the exclusive property of Simon Quick Advisors, LLC ("Simon Quick"), and this report contains proprietary information and is strictly confidential, except as stated otherwise herein, and may not be reproduced, shared, or distributed to any third parties except as required by law, in whole or in part without the prior written consent of Simon Quick.
Neither Simon Quick nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal, estate planning, and/or tax advisors before making any financial decisions. No information provided in this report is intended to constitute legal, tax, or accounting advice. This report is intended to be for general and informational purposes only.
You are strongly encouraged to review and verify the information in this report with your professional tax, estate planning or legal adviser who is familiar with all the relevant facts. Please defer to formal tax documents received from the account custodian for cost basis and tax reporting purposes. While all the information in this report is believed to be accurate, Simon Quick makes no express warranty as to its completeness or accuracy nor can it accept responsibility for errors appearing herein.
Wealth Management and Financial Planning services are provided by Simon Quick, an SEC registered investment advisor, with a principal place of business in Morristown, NJ. A copy of Simon Quick's written disclosure brochure discussing its advisory services and fees is available upon request. References to Simon Quick as being "registered" does not imply a certain level of education or expertise.
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SOURCE Simon Quick Advisors