Welcome

At the Harbor Shores Group, helping empower our clients to achieve their financial goals is the founding principle that drives our practice. From financing a first home to developing a comprehensive investment plan designed to grow and preserve capital to advising on how to protect wealth during retirement, we are dedicated to helping our clients manage their assets more effectively, so they may pursue their passions and enjoy the wealth they have created.

Our ultimate mission is to inspire a level of confidence that enables you to spend less time worrying about your finances and more time doing those things that matter most for you and your family. We know how hard you are working to achieve your personal and financial goals and will work even harder in an effort to ensure your wealth can lead to continued prosperity.
Services Include
  • Life Insurance1
  • Planning for Education Funding2
  • Professional Portfolio Management3
  • 401(k) Rollovers
  • 529 Plans4
  • Alternative Investments5
  • Annuities6
  • Asset Management7
  • Cash Management8
  • Retirement Planning9
  • Trust Accounts10
  • Wealth Consulting
  • Wealth Management11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
We work with a select group of individuals and families who value our depth of knowledge and experience in providing comprehensive wealth management solutions that are custom-designed to help them achieve their most important life goals. The following attributes demonstrate the nature of our practice and who we are.
  • Financial Strategies Built Just for You
    Our wealth management approach can help guide you towards achieving your personal financial goals. We do this by helping you articulate your needs and aspirations, while reviewing all aspects of your financial life. We then build a custom-tailored road map that is carefully structured in an effort to navigate today’s sophisticated markets and tomorrow’s uncertainties. Finally, we'll determine how we can adjust your strategy over time to accommodate any changing conditions, or help meet any unforeseen income demands that may evolve.
  • World-Class Solutions in a Boutique Setting
    We combine the vast resources of a major global firm with the personalized service you’d expect from a small investment boutique. You’ll benefit from our access to specialized research, institutional investment managers and sophisticated lending and cash management capabilities. Yet you will never feel overwhelmed by technical jargon or complicated processes. As your financial advisors, we make it easy for you to ask questions so you may fully understand the details of our wealth management recommendations.
  • A Team Approach
    We believe you are entitled to the best advice possible. As a result, we have assembled a team of highly skilled professionals at The Harbor Shores Group whose number one priority is you and your family. To gain the precise knowledge needed to effectively manage all aspects of your wealth, we work in tandem with your accountant and estate planning attorney. As your wealth manager “quarterback,” we review your complete financial picture and help identify any gaps. Where appropriate, we will then consult with key specialists to evaluate your unique challenges and devise specific recommendations.
  • High Touch, High Service
    Our clients believe, as we do, in the importance of building a longstanding relationship with their financial advisors. They have grown to depend on our “high touch, high service” approach that has become the trademark of our practice. And above all, they have come to appreciate our true passion for wanting to help them solve their financial challenges.
Our services are broad in scope, yet our approach is individualized so we can provide you with the personal attention required to keep your financial plan organized and moving forward. Here is a brief overview of the strategies and solutions we can provide you and your family:
  • Financial Planning
    Thorough, thoughtful financial planning – planning that analyzes where you are as well as where you want to go – is the most important step in establishing a path to your goals. We will work with you to explore and help define your objectives and needs, and then structure a financial plan that is uniquely your own.
    •  Goal analysis
    •  Budgeting
    •  Cash flow management
  • Investment Management
    Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes and goals as an investor with careful analysis of the financial markets. You can rely on us for objective strategic advice in structuring your portfolio and for careful analysis of any investments we consider together.
    •  Asset allocation
    •  Investment selection
    •  Tax-efficient investing
  • Access to Cash Management and Lending Services
    We offer access to strategic lending opportunities that can help you create and implement effective financing strategies. Capabilities include borrowing services that may enable you to generate cash flow without liquidating securities or incurring possible tax liabilities.
  • Services for Business Owners
    The links between business ownership and personal wealth are many and complex. Whether your objective is to grow your business, realize its value through a succession strategy or sale, or maintain family ownership through the next generation, we will examine your alternatives and develop the best strategy to implement.
    •  Cash management services
    •  Retirement and Benefit assessment
    •  Risk management
    •  Succession planning
  • Retirement Planning
    Whether you are building retirement wealth or making the transition to generating income from your assets, we will help you develop and implement a strategy based on your vision for retirement.
    •  Lifestyle review
    •  Income strategies
    •  Social Security and pension analysis
    •  Long-term care
  • Philanthropy
    Many successful individuals seek opportunities to support cultural and educational institutions, as well as nonprofit organizations. We can help you analyze and implement a strategy that benefits the causes you care most about, while safeguarding your overall portfolio from the realities of taxation.
    •  Wealth transfer and trust strategies
    •  Charitable giving strategies
    •  Stock option analysis
    •  Coordination with outside legal and tax advisors
Our mission is simple: To provide objective, high quality wealth management advice and services to help you streamline your life, so you may take care of the people you love, spend more time pursuing the activities you enjoy, and generously support the causes that are most important to you.

We seek to accomplish this through the development of long-term relationships with you and your family, and by continually aligning your goals and values with your specific wealth management plan. To that end, we believe in the following core values that serve as the foundation of our practice:
  • Enduring Relationships
    We are dedicated to building deep and long-lasting client relationships, based on trust and integrity. We do this by working with a select group of individuals and families. This enables us to dedicate the time, attention and superior service they each deserve. Through every life event, we have guided them through each challenge by maintaining this close relationship, and providing the guidance, experience, solutions and strategies to help keep them on course to achieving their long-term financial goals.
  • Total Balance Sheet Management
    We are committed to providing you with a “one-stop shop” for all of your financial needs. Our process begins with thorough financial planning to understand your goals, dreams, and concerns, which in turn, drives the solutions needed for your total personal balance sheet. Whether you need assistance with growth, asset protection or income planning, we want to be your first phone call for any financial decision.
  • Ongoing Education
    We firmly believe that financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term results. We are committed to providing you with ongoing education. Our goal is to deliver enhanced knowledge about investing effectively in today’s complex global markets.
  • Highly Personalized Service
    Your satisfaction is our priority. We believe we can earn your trust not only through the quality of investment solutions we present to you, but also through the excellence with which we deliver them. We are committed to providing you with regular, proactive communication, resulting in a world-class service experience.
Our process starts with listening. We’ll ask questions regarding your goals and wishes, your tolerance for risk and your time horizon . . . and then we’ll listen. It’s an ongoing process through which we strive to understand all we can about you, your family, your business and your goals. This process helps us make informed recommendations and design a flexible wealth management plan that is uniquely yours.
  • Step 1: Identify Your Goals
    We begin with a detailed conversation, where we’ll ask a series of in-depth questions. This discovery process provides us with a deeper understanding of your personal, professional and financial situation, and educates us about your history, your family, your interests and your aspirations.
    • Discuss personal and family circumstances
    • Clarify retirement goals and needs
    • Understand tax concerns
    • Determine estate and wealth transfer goals
  • Step 2: Develop Your Wealth Management Plan
    From this ongoing dialogue, we’ll develop a detailed action plan with recommendations to help you effectively build, protect and transfer your wealth. This serves as the foundation for building your initial plan, as well as future wealth management decisions.
    • Establish investment philosophy, risk tolerance, and time horizon
    • Meet with your other trusted advisors, such as your CPA or estate attorney
    • Perform an estate and wealth planning analysis
  • Step 3: Present Your Custom Plan
    In this step, we’ll present appropriate investment options that, once executed, are designed to work together to grow your portfolio and achieve your financial goals. We may also offer several wealth management recommendations to help preserve your assets and enable them to pass to loved ones and charitable interests with limited taxation.
    • Present comprehensive investment plan, including suitable asset classes and investment vehicles
    • Explain how investment performance is monitored
    • Provide details and illustrations for each wealth management recommendation being considered
  • Step 4: Activate Your Plan
    Once you approve your plan, we’ll work with you to execute the investment changes you have approved, and provide access to any additional services you require.
    • Complete paperwork to execute investment strategy
    • Prioritize activities and establish appropriate timelines
    • Initiate wealth management solutions
  • Step 5: Monitor and Review
    Transparency is key to a successful long-term relationship. As we put your plan into action, we’ll set up a variety of tools so you have immediate access to your account information. And because markets and personal needs evolve over time, we’ll set up regular, ongoing meetings to ensure your plan remains on schedule to helping achieve your goals.
    • Review your first client statement in detail to ensure clear understanding
    • Schedule regular discussions to track progress towards your goals
    • Make adjustments to your investment strategy based on changing goals, circumstances and market conditions

Location

40701 Woodward Ave.
Ste 200
Bloomfield Hills, MI 48304
US
Direct:
(248) 723-1892(248) 723-1892

Meet The Harbor Shores Group

About Me

Andrew Meyer is a Financial Advisor and founding partner of The Harbor Shores Group at Morgan Stanley. For more than 15 years, he has been providing customized advice, investment solutions and wealth management services to financially successful individuals, multi-generational families and small business owners in Bloomfield Hills and the surrounding areas. With a passion for comprehensive wealth planning, Andrew has dedicated his career to delivering objective advice through exceptional “high touch” client service to the individuals and families he proudly serves.

Andrew learned first-hand the power of investing from his father, a third-generational hardware store owner who had a passion for understanding the investment markets. At age 15, Andrew opened a small brokerage account and began investing with his father’s guidance. As he watched the stock value rise and fall, he became more and more focused on how changes in the economic environment made an impact on his investment. This experience inspired him to follow a profession that would help individuals gain the confidence and fortitude needed to make sound financial decisions in today’s complex economic markets. He set out to become a financial advisor where he could educate his clients about important financial concepts and techniques, helping them navigate the complex financial markets, while striving to make a significant and profound impact on the quality of their lives.

Andrew attended Michigan State University, where he was an active member of the Finance and Economic clubs. After earning his B.A. degree in Finance in 2003, he became a Financial Advisor at Hantz Financial Group, a regional financial firm, where he concentrated on helping clients build and activate their retirement plans. Two years later, he joined J.P. Morgan Chase, where he met Mark Genovese, one of his current business partners. It was here where he expanded his experience and knowledge in private banking and lending services. In 2013, the group moved to Morgan Stanley, where they could leverage the firm’s global resources, technology and “open architecture” platform.

Andrew’s disciplined process starts with asking the right questions to help his clients prioritize their goals for themselves and their families. This information then serves as the foundation for the development and implementation of a custom wealth management plan that reflects their lifestyle needs, while helping ensure their future or legacy.

A native of Petoskey, Andrew moved to southern Michigan in 2003. He and his wife, Allison, now call Lake Orion their home, where they live with their three children, Evan and Alexander and Lucas, their identical twin boys. An avid Tigers fan, Andrew enjoys watching the games with family and friends. In his free time, he likes to participate in all things outdoors, including fishing, skiing, basketball and golf. Every year for the past 10 years, he looks forward to sponsoring the MSU College of Law Annual Golf Outing with his partners.
Securities Agent: MI, WI, TX, PA, NY, NV, NJ, MN, MA, LA, IL, GA, FL, DE, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 406797

About Me

Mark Genovese is a First Vice President, Senior Portfolio Manager and founding partner of The Harbor Shores Group at Morgan Stanley. A seasoned professional with more than 15 years of industry experience, Mark has dedicated his entire career to providing customized advice and investment solutions to financially successful individuals, multi-generational families and small business owners. Focusing on wealth management for attorneys, corporate executives and professionals in the medical industry, Mark’s approach includes a thorough planning process, personalized financial strategies and a commitment to providing outstanding service. He is a strong advocate for his clients, working directly with their accountant and estate planning attorney to help ensure each resource is being fully leveraged in an effort to optimize a comprehensive strategy.

After receiving his B.A. degree in Finance and Economics from Michigan State University in 2002, Mark continued his studies at the Michigan State College of Law. Three years later, he graduated Magna Cum Laude, earning his Juris Doctor degree with a concentration in tax and estate planning. Upon graduation, Mark worked at Goldman Sachs and J.P. Morgan Chase, where he assisted high net worth individuals in effectively managing their assets, providing comprehensive financial planning and implementing tax-saving strategies. These experiences provided Mark with a diverse set of skills. He joined Morgan Stanley in 2013 for the opportunity to share his institutional knowledge with individuals and families, and build more personal relationships with his clients.

Since joining the Morgan Stanley family, Mark has continued to focus on developing financial solutions for his clients that are well suited to helping meet their specific wealth management needs. His clients appreciate his approachable style for helping them make well-informed decisions and maintaining the discipline necessary to navigate the most challenging of markets. His experiences include constructing and presenting detailed wealth analysis plans, as well as the implementation, monitoring and rebalancing of custom tailored investment models.

Mark’s passion for working with his clients is equaled only by his dedication to his family and his community. He and his wife, Sarah, are active supporters of the Graham’s Foundation, a local non-profit organization created to assist families of premature babies. As the parents of premature twins themselves, they know first-hand the emotional and financial impact of raising preemies and believe in giving back to an organization that has given them and other families so much. Mark and Sarah are also proud participants in the annual March of Dimes walk, where they sponsor a team and raise funds.

Mark and Sarah currently reside in Beverly Hills, Michigan with their twins, Dominic and Charlotte, and their youngest son, Rocco. He is an active member of the Michigan State Alumni Association and an annual sponsor of the MSU College of Law Annual Golf Outing. Mark also volunteers with the Motor City Blight Busters, whose mission is to revitalize the city of Detroit by cleaning up dump sites, tearing down blighted houses, painting existing homes and many beautification projects. When he’s not working directly with his clients or actively volunteering, you can find Mark spending quality time with family and friends. In his leisure time, he enjoys golfing, skiing and boating on Cass Lake.
Securities Agent: MI, WI, VA, TX, PA, OH, NY, NV, NC, MN, MA, LA, IL, GA, FL, DE, CT, CO, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1262229

About Me

Gerald J. LeVan is a First Vice President, Senior Investment Management Consultant, and Financial Advisor with Morgan Stanley Wealth Management in their Bloomfield Hills, Michigan office. 

 His focus is on investment management consulting as he assists corporate retirement plans, IRA Rollovers and substantial individual investors in their quest for enhanced risk-adjusted returns.

 Jerry’s investment philosophy holds capital preservation and growth of income as the pillars of a successful retirement program.  His mission is to improve clients’ investment performance through the use of independent professional portfolio managers and through tactical asset allocation.

 Mr. LeVan has been with Morgan Stanley for 43 years following 3 years as an analyst with the Detroit Bank & Trust Company.  He has given numerous financial seminars throughout his career for groups including the Michigan State Medical Society and the Michigan Dental Association. 

 Jerry was raised in Dearborn, graduated from Sacred Heart High School, and when awarded a full 4 year academic scholarship from the Ford Motor Company Fund, he attended the University of Michigan where he earned a Bachelor’s degree in Business Administration and a Master’s degree in Finance.  In his leisure time Jerry enjoys golf, fishing and spending time with his three sons.
Securities Agent: TX, MI, WI, SC, PA, NY, NV, MN, MA, LA, IL, GA, FL, DE, CO, CA; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
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On the Markets

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  • Annuities
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4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

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