WealthMetrx™ See Your Tax Strategy

A data-driven benchmarking service that helps high-net-worth clients visualize their tax profile, compare against peers, and uncover strategic opportunities—powered by Simon Quick Advisors.


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Turn Complexity into Clarity

WealthMetrx™ is a service, exclusively available to Simon Quick clients, that transforms your tax filings into a clear, visual report—benchmarking your profile against a curated peer group of high-net-worth individuals.

Uncover:

By comparing your past filings with anonymized peer data, WealthMetrx™ provides the insight you need to plan ahead with confidence. Your advisor will walk you through the results to ensure nothing gets overlooked.

Patterns and anomalies

Patterns and anomalies across your filings

Trends in charitable giving

Trends in charitable giving, capital gains, and state tax impact

Gaps or opportunities

Gaps or opportunities to inform forward-looking planning

Simple. Collaborative. Insightful.

This service doesn’t replace your tax preparer—it enhances collaboration and empowers smarter decisions.

Submit Up to Three Years of Tax Returns
Share your previously filed federal and state tax returns
Get a Personalized Benchmarking Report
Receive a visual, peer-based analysis of your tax strategy
Review Insights with Your Advisor
Together, we’ll identify areas for refinement and opportunity—then bring your CPA into the conversation

Built for High-Net-Worth and Family Office Clients

WealthMetrx™ is designed for individuals and families with complex financial lives who want to:

Better understand the story behind their tax returns

Benchmark their performance in a meaningful way

Elevate their planning with visual data and peer context

Planning Is Better with Perspective

Most tax returns are a snapshot in time. WealthMetrx™ reveals the full picture—helping you and your advisor see not just what happened, but why it matters, and what to do next.

Let’s Work Smarter, Together

If you’re a Simon Quick client, contact your advisor to begin your WealthMetrx™ experience.

Not yet a client?

We’d love to show you what’s possible.

Contact Us Today
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