A New Standard in Tax Benchmarking
We’re excited to introduce WealthMetrx™, an exclusive service available only to Simon Quick clients. This innovative tool sets a new standard in the industry by transforming how you view your taxes—offering a clearer understanding of your tax profile, peer comparisons, and strategic opportunities through in-depth benchmarking.
Designed with You in Mind
WealthMetrx™ delivers essential tax intelligence by analyzing your previously filed returns and benchmarking them against data from other high-net-worth individuals. This gives you clear insights into how factors like investment income, charitable giving, and major life events influence your effective tax rate over time—so you can evaluate the true efficiency of your financial decisions.
We take a forward-looking approach, identifying and modeling sophisticated tax strategies tailored to your goals. While your tax preparer ensures accurate filing, we collaborate with them to uncover proactive opportunities that may enhance your wealth and keep your overall strategy aligned.
This tool doesn’t replace your CPA—it enhances the planning process. Your Simon Quick advisor acts as the point person on your financial team, using WealthMetrx™ to help drive strategic, tax-efficient decisions in collaboration with your tax preparer.
Why Benchmarking Matters
With WealthMetrx™, you’ll receive a visual, multi-year analysis of your tax landscape, including:
- How your effective tax rate has evolved
- The efficiency of your charitable giving
- How your tax profile compares to peers in similar financial positions
- Identification of tax-efficient strategies you may not be utilizing
- Insights that support more informed, forward-looking conversations with your CPA
We distill complex tax data into simplified, actionable intelligence—giving you transparency and control.
How It Works
- Submit Your Tax Returns
Provide up to three years of previously filed federal and state tax returns.
2. Receive Your Benchmarking Report
Gain access to a clear, data-driven report comparing your tax strategies to your peers.
3. Review with Your Advisor
Your Simon Quick advisor will walk you through the findings and identify planning opportunities.
Take the Next Step
If you’re a Simon Quick client, reach out to your advisor to begin your WealthMetrx™ experience.
If you’re not currently a client and want to learn how Simon Quick sets itself apart with offerings like WealthMetrx™, email [email protected] or call 973-525-1000.
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.
