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.

Proud to be a national award-winning advisor

I am very proud to have won the AdvisorHub Advisors To Watch award in 2025. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

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 - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »

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

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Latest Insights

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U.S. Recession Scorecard: Stuck … with reduced visibility

The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.

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Are you and your loved ones aligned when it comes to your family’s financial legacy and the intended long-term impact? Have you discussed it? Now is the time and our new wealth transfer planning guide can help break the ice. https://docs.rbcwealthmanagement.com/us/68786-wealth-insights-wealth-transfer-guide.pdf

You are in a unique position to make a lasting impact with your philanthropic giving. At RBC Wealth Management, we’re committed to helping you achieve your goal of giving with intention. Ask me about the RBC Echelon partners that can help develop a philanthropic strategy to elevate your impact to the next level

Have you had conversations with your heirs about the wealth you plan to pass on to them? If not, you’re not alone. Most haven’t. I can help!