Jonathan Mabb Financial Planner NorthPlace Wealth Advisors

Jonathan Mabb Financial Planner NorthPlace Wealth Advisors I help people become and stay financially independent. As a Financial Advisor I help people create, grow, and protect their wealth. Member SIPC (www.SIPC.org).

After managing a family business for several years, I was able to see how the busy lives of both business owners and employees prevented them from planning for their future. I wanted to make a difference helping people plan for their ideal financial future while they lived their current busy lives. They are then able to think less about money and more about what matters to them. I believe in getti

ng to know my clients’ unique situation and educating them on what solutions are available to them. Getting to know my clients allows me to create a customized strategy to fit their individual needs and desires. Educating my clients allows them to make their own well-informed financial decisions. My personal goal is to become a lifetime resource for each and every client. I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances. A few of the Products and services I offer are:
· Financial Planning
· Retirement Strategies
· Investment Advisory Services
· Group Benefits
· Personal Insurance
· Business Succession
· Asset Allocation Strategies
· Estate Conservation Strategies
· Executive Benefit Strategies
· Charitable Giving Strategies
· Education Funding Strategies


I am licensed to sell insurance in: AZ, CA, LA and securities in: AZ, AK, CA, CO, LA. I am a registered representative of and offers securities, investment advisory services, and financial planning through MML Investors Services, LLC. NorthPlace Wealth Advisors is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. 4900 N Scottsdale Rd Suite 4000 Scottsdale, Az 85251 480-638-2100

Domiciled in Arizona, California Insurance License # 0G66333

https://www.northplacewealth.com/Licenses.8.htm

A long-term disability can derail retirement plans. Some disability policies help keep your retirement savings on track,...
10/16/2025

A long-term disability can derail retirement plans. Some disability policies help keep your retirement savings on track, even when you’re not able to work. Learn about your options now.

Whether it’s deciding on where to apply or how you’ll pay for it, college planning can be stressful. I’m here to help — ...
10/16/2025

Whether it’s deciding on where to apply or how you’ll pay for it, college planning can be stressful. I’m here to help — let’s talk through it together.

Interested in a fast-paced and insightful Q4 update on the economy? Join us as Daken Vanderburg, Chief Investment Office...
10/15/2025

Interested in a fast-paced and insightful Q4 update on the economy? Join us as Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, helps make sense of what’s happening — and may be next. Register today! https://bit.ly/3J8JOvR

10/14/2025

Equities reversed course after a strong rally, with the S&P 500, NASDAQ, and Dow all posting losses following renewed U.S.-China trade tensions. Gold soared to new highs, while oil prices tumbled amid oversupply fears. As earnings season begins, investors remain focused on AI sector growth, Fed rate cut expectations, and the potential for further market volatility. Check out this week’s market perspective for a detailed breakdown and more key insights.

Discover how collaborative planning can lead to progress — check out the brochure: https://bit.ly/4h3ssgo
10/09/2025

Discover how collaborative planning can lead to progress — check out the brochure: https://bit.ly/4h3ssgo

Help protect your family, your assets, and your legacy—life insurance is for everyone.
10/07/2025

Help protect your family, your assets, and your legacy—life insurance is for everyone.

10/07/2025

The U.S. government shutdown paused key economic data releases, but markets pressed higher, led by AI-driven equities and strong consumer spending. Fixed income saw yields decline and increased expectations for Fed rate cuts, while alternative assets like Bitcoin and gold rallied and oil prices dropped. Despite potential for heightened uncertainty and a slight uptick in volatility, investor sentiment stayed positive as Q3 earnings season approaches. Be sure to check out this week's market snapshot for more key takeaways.

Happy, loyal, and productive employees are vital to your business. Offering the right employee benefits can make all the...
10/06/2025

Happy, loyal, and productive employees are vital to your business. Offering the right employee benefits can make all the difference. Let’s build a plan that works for your business and your people. Contact me today.

Wishing all those observing Yom Kippur a meaningful fast.
10/01/2025

Wishing all those observing Yom Kippur a meaningful fast.

09/29/2025

Second-quarter GDP growth was revised higher, and consumer spending remained strong, supporting above-trend economic momentum. Equity markets pulled back from record highs as profit-taking hit tech and AI stocks, while gold and oil surged on inflation and geopolitical risks.

With Treasury yields rising and a potential government shutdown looming, the upcoming jobs data releases and October 1 government shutdown deadline loom as potential short-term market catalysts.

Learn more with a detailed breakdown from this week’s market perspective.

From maximizing retirement contributions to donating to charity, there are ways to reduce potential tax liability and he...
09/25/2025

From maximizing retirement contributions to donating to charity, there are ways to reduce potential tax liability and help make the most of your money. Let’s discuss how I can help you create a tax-efficient strategy for your income and assets through the end of the year.

Many people underestimate how long a disability can last. Savings won’t cover you forever, but the right disability inco...
09/25/2025

Many people underestimate how long a disability can last. Savings won’t cover you forever, but the right disability income insurance coverage can buy you time and peace of mind. Let’s talk about helping protect your income and savings.

Address

4900 N Scottsdale Rd, Suite 4000
Scottsdale, AZ
85251

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+14806382175

Website

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