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.
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 across your filings
Trends in charitable giving, capital gains, and state tax impact
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.
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.