Delivering insightful advice

Building on a foundation of trust

The Yun Wealth Management Group provides advice and guided implementation to help improve the financial affairs of purpose-driven owners, founders, executives and pre-retirees in multiple states, the D.C. metro and Texas. We bring a refined approach involving a vast array of specialists to identify multiple strategies to help families grow wealth, develop a master plan for a confident lifestyle and focus on the things that matter most to them. The Yun Wealth Management Group is especially passionate about shared charitable causes and philanthropy to help increase purposeful impact for worldwide good.

RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families customized strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

Global Insight Monthly

Global Insight Monthly cover - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the Global Insight Monthly »

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about Yun Wealth Management Group. 

Learn what sets Yun Wealth Management Group apart

Current Time 0:00
Duration 0:00
Loaded: 0%
Stream Type LIVE
Remaining Time 0:00
 
1x
    • Chapters
    • descriptions off, selected
    • captions off, selected

      Let's start the conversation

      If you want to discuss your portfolio or have financial questions, please fill out the below form.

      To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

      *Required fields

      Latest Insights

      Man looking out the window on a rainy day

      How to prepare for natural disasters: Increase your financial resilience in case the unthinkable happens

      Four financial must-haves to help safeguard your assets against the unexpected.

      Read more

      Social Media

      See footer below for group’s social profiles >

      Help protect all the things you’ve worked hard to acquire from loss, like your homes, autos, watercraft, aircraft and collectibles. Ask me about our RBC Echelon partners that advise on risk management strategies for your multiple properties and high-end collectibles.

      Barbara Corcoran encouraged her children to work jobs while they were young and allowed them to fail, she says: They developed "independence and self-pride."

      Self-made millionaire Barbara Corcoran: I insisted my kids 'work real jobs'—it built 'satisfaction and confidence'

      The 75-year-old “Shark Tank” star shares insights on how she set her kids up for success.

      Read More
      Americans are running out of time to nab their Real IDs before the cut-off date starts. Here's what you need to know.

      On May 7, the US Will Require Real IDs to Fly—Here’s the Down-Low

      After a few delays over the years, the Department of Transportation has set early summer of 2025 as the deadline to acquire the necessary identification for air travel.

      Read More
      Disclosures
      1. RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.
      2. Ratings (as of February 26, 2025) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.
      3. Ratings (as of February 26, 2025) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.
      4. Ratings outlook.

      Johnny Yun is currently registered to conduct business with residents of the following states: AZ, CA, CO, DC, DE, FL, GA, IL, KS, KY, MA, MD, MI, NC, NJ, NY, OH, OR, PA, SC, TX, VA, WA. California Insurance License # 0I64391.

      Johnny Yun, NMLS # 2001089 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      Read additional advisor disclosures.