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 Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Advice 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

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Learn more about Yun Wealth Management Group

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Latest Insights

Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

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Extreme Weather: Understand the Ripple Effects on Your Insurance

Feel more at ease when planning protection for your property and your loved ones in an unstable climate. Read about insurance strategies here: https://www.usi.com/executive-insights/executive-series-articles/featured/personal-risk/q1-2024/extreme-weather-understand-the-ripple-effects-on-your-insurance/

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Four Takeaways from “The Rising Influence of High-Net-Wealth Women in Philanthropy” | Arabella Advisors

Embrace your potential as a female change maker with these tips: https://www.arabellaadvisors.com/blog/four-takeaways-from-the-rising-influence-of-high-net-wealth-women-in-philanthropy/

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Mental Health America: Giving a Voice to an Often-Unspoken Crisis | NPTrust

“What I really appreciate about DAF donors is their intention to make investments in the world. There’s clearly a change they want to see or a narrative they want to be a part of.” How can donor-advised funds help you create a meaningful impact? Read more: https://www.nptrust.org/philanthropic-resources/philanthropist/mental-health-america-giving-a-voice-to-an-often-unspoken-crisis/

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