SI
SOUND INCOME STRATEGIES, LLC
SEC RegisteredFORT LAUDERDALE, FLhttps://thecapitalizedretirement.com954-487-1860
Assets Under Management
$1B–$5B
Employees
134
Office Locations
63 offices
Total Accounts
24756
About the firm
Johnson Wealth and Income Management is a third-generation company that has been serving clients for over seventy-five years. Matthew P. Johnson, president and owner, has been advising clients in the financial services industry since 1999. The firm is committed to educating its clients and the community through workshops on topics related to more conservative investment alternatives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthInvestment Companies
Areas of expertise
Retirement PlanningIncome InvestingConservative InvestmentsWealth ManagementFinancial AdvisingRetirement Income
Services
Investment advising focused on income-oriented strategies, conservative investment options, retirement planning, and client education through community workshops on conservative investment alternatives.
Who they serve
Individuals planning for or in retirement seeking to maximize retirement savings and income.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 24,261 | $3.4B |
| High Net Worth Individuals | 473 | $786M |
| Charitable Organizations | 4 | $3.9M |
57 total clients reported on Form ADV.
Leadership
David Joseph Scranton
CHIEF COMPLIANCE OFFICER/MANAGING MEMBER
Office locations
63 offices in 27 states
FL
FORT LAUDERDALEHQ
IL
CHICAGO
TX
DALLAS
IA
CLEAR LAKE
LA
BATON ROUGE
MA
LEONMEISTER
GA
WATKINSVILLES
CA
SAN JOSE
MA
LONG MEADOW
LA
PARIRIEVILLE
NJ
MOORESTOWN
FL
SUNRISE
NH
LONDONDERRY
KY
LOUISVILLE
FL
MELBOURNE
FL
PLANTATION
FL
SARASOTA
TN
TULLAHOMA
SC
MYRTLE BEACH
VA
CHARLOTTESVILLE
WI
MADISON
CA
SAN RAMON
TN
CORDOVA
LA
LAFAYETTE
MN
MINNETONKA
NC
CHARLOTTE
NC
PINEHURST
NJ
WARETOWN
OK
NORMAN
TN
MURFREESBORO
VA
STAUNTON
CA
SAN DIEGO
FL
FORT MYERS
WV
WEIRTON
GA
KENNESAW
VA
MANASSAS
VA
RICHMOND
WA
SPOKANE
CT
CHESHIRE
RI
CRANSTON
TN
NASHVILLE
FL
BOCA RATON
FL
MIAMI
DE
WILMINGTON
FL
FORT LAUDERDALE
TN
CHATANOOGA
AL
HUNTSVILLE
KY
LEXINGTON
CT
GUILFORD
FL
FORT LAUDERDALE
OH
TOLEDO
CT
WESTBROOK
FL
FT LAUDERDALE
IL
LIBERTYVILLE
CT
SOUTH WINDSOR
IA
HUMBOLDT
NE
OMAHA
FL
CORAL GABLES
IL
CRYSTAL LAKE
TX
MIDLAND
FL
COCONUT CREEK
TN
MURFREESBORO
OR
PORTLAND
Advisors at this firm
Showing 100 of 131
Ryan Spencer Alexander
Investment Adviser Representative
Adam Angibeau
Investment Adviser Representative
Billie Aponte
Investment Adviser Representative
Steven William Archer
Investment Adviser Representative
Tyson Joseph Asay
Investment Adviser Representative
Fred Atlas
Investment Adviser Representative
Don Constantine Avgerinos
Investment Adviser Representative
Edward Clymer Barnard
Investment Adviser Representative
Frank Wayne Bailey
Investment Adviser Representative
Brett Landon Baker
Investment Adviser Representative
Benjamin Zachary Barning
Investment Adviser Representative
Richard Buel Bates
Investment Adviser Representative
Timothy Adam Beauregard
Investment Adviser Representative
Frank Ross Beedle II
Investment Adviser Representative
Sean Paige Samuel Best
Investment Adviser Representative
Jacob Earle Betteridge
Investment Adviser Representative
Jeffrey Dean Bliss
Investment Adviser Representative
Keandre Dominic Alexander Buckham
Investment Adviser Representative
Richard Allen Burt
Investment Adviser Representative
Ethan Peter Callahan
Investment Adviser Representative
Jason Dennis Carrier
Investment Adviser Representative
George James Coules
Investment Adviser Representative
Gianna Mary Campo
Investment Adviser Representative
Kristin Danielle Carleton
Investment Adviser Representative
Richard Tobias Carlin
Investment Adviser Representative
Kenneth Richard Carnevale Jr
Investment Adviser Representative
Dee Kent Carter
Investment Adviser Representative
Stuart Craig Chamberlin
Investment Adviser Representative
Rana Chander
Investment Adviser Representative
Stacy L Colonna
Investment Adviser Representative
Richard Mason Comer
Investment Adviser Representative
Eric Cote
Investment Adviser Representative
Lindsey Marie Cotter
Investment Adviser Representative
Nathan David Cox
Investment Adviser Representative
Fabiano Medrado De Franco
Investment Adviser Representative
Jalen Adeeb Dagher
Investment Adviser Representative
Abbas Danesh
Investment Adviser Representative
Roger Dale Davis
Investment Adviser Representative
Randolph Blake Dorcey
Investment Adviser Representative
Dixon Place Downey III
Investment Adviser Representative
Evan Duigou
Investment Adviser Representative
James E. Ellis
Investment Adviser Representative
David Alan Eissman
Investment Adviser Representative
Andrew Emmerich
Investment Adviser Representative
Thomas Preston Falter
Investment Adviser Representative
David Falcone
Investment Adviser Representative
Jeffrey Paul Farrell
Investment Adviser Representative
Patrick Christopher Farrell
Investment Adviser Representative
Albert Joseph Flores
Investment Adviser Representative
Aubrey Ford
Investment Adviser Representative
Phillip Foust
Investment Adviser Representative
Nicholas Dalton Franks
Investment Adviser Representative
Mark Waldo Graber
Investment Adviser Representative
Jacob Duane Graves
Investment Adviser Representative
Spencer Georgetti
Investment Adviser Representative
Victor Green
Investment Adviser Representative
Rosemary Elizabeth Guerrero
Investment Adviser Representative
Andrew Glaston Guthrie
Investment Adviser Representative
Chad Randal Hamby
Investment Adviser Representative
Rae Denise Haulk Davis
Investment Adviser Representative
Jack William Hazekamp
Investment Adviser Representative
Andrew Richard Holdiness
Investment Adviser Representative
Alexander Joseph Hunt
Investment Adviser Representative
Derek Brian Illston
Investment Adviser Representative
Matthew Perry Johnson
Investment Adviser Representative
Matthew Jay Jory
Investment Adviser Representative
Andrew Michael Jarrett
Investment Adviser Representative
Amanda Nicole Johnston
Investment Adviser Representative
Joshua Douglas Jones
Investment Adviser Representative
Micah Kenneth Keel
Investment Adviser Representative
Abigail Rose Kladivko
Investment Adviser Representative
Gary Robert Komarek
Investment Adviser Representative
Melanie Granville Leahy
Investment Adviser Representative
Peter Charles Lynch
Investment Adviser Representative
Eric Michael Lardner
Investment Adviser Representative
Lester Philip Litchfield II
Investment Adviser Representative
James Francis Locke Jr
Investment Adviser Representative
William M Lowes
Investment Adviser Representative
Rhiannon Lynn
Investment Adviser Representative
David Wilson McAdams
Investment Adviser Representative
Britney Merrill
Investment Adviser Representative
Daniel Robert Moroney
Investment Adviser Representative
James Macaulay
Investment Adviser Representative
John Edward McCartin
Investment Adviser Representative
Michael McCue
Investment Adviser Representative
Mary McDirmid
Investment Adviser Representative
Karolyn Renee McDonald
Investment Adviser Representative
Adam McGrath
Investment Adviser Representative
Gregory David Milewski
Investment Adviser Representative
Andrew James Mitchell
Investment Adviser Representative
Joshua David Moskowitz
Investment Adviser Representative
Maurice Jack Nelligan
Investment Adviser Representative
Charlene M Nelson
Investment Adviser Representative
Nicklas E Norvell
Investment Adviser Representative
Gary Lynn Osing
Investment Adviser Representative
Edward Anthony Orell
Investment Adviser Representative
David Shane Pearcy
Investment Adviser Representative
Patrick Carroll Peason
Investment Adviser Representative
Judson Edward Pyatt
Investment Adviser Representative
Charles Parvin
Investment Adviser Representative
Regulatory & compliance
CRD number
#173272
SEC Number
801-80425
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $25,000 (waivable)
Data as of January 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
thecapitalizedretirement.comPhone
954-487-1860Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SOUND INCOME STRATEGIES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.