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.

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in 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
  • Standards and Poor AA- and A/stable⁴
  • Fitch Ratings AA+² 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.

Proud to be a nationally recognized advisor

I am very proud to have been named an AdvisorHub Advisor To Watch in 2025 & 2026 and a Forbes Best-In-State Wealth Advisor in 2025 & 2026. It's an honor to be recognized as one of the best in the industry—because it means I’m serving my clients well.

Meet the team

Learn more about Yun Wealth Management Group. 

Learn what sets Yun Wealth Management Group apart

Let's start the conversation

Please fill in all the mandatory fields. 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 form.

*Required fields

Latest Insights

Cargo pulling cargo ship

Global equity: Push and pull

A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

Read more

Social Media

See footer below for group’s social profiles
PDF Document

womenandwealthbrochure-11db3ad1cd4044d887b781b7ef1dc046.pdf

Women are redefining what it means to build wealth. Our latest 2026 Women and Wealth survey explores how baby boomers, Gen X and millennials are closing the wealth gap and reaching new financial heights, with millennials leading the charge as executives and entrepreneurs. See how these changemakers are building real momentum and setting the benchmark for future generations.

Read More

Having experience working with many families like yours, I can help facilitate a successful family meeting. I can coordinate with your team of professionals—estate planning attorneys, CPAs and trust officers—along with you and your family to help ensure you have the expertise needed to achieve your vision for the future. Your legacy deserves more than guesswork. Reach out to me for support today.

Financial fraud is more sophisticated than ever and it can happen to anyone. But with the right tools, you're already one step ahead. RBC Wealth Management's guide helps you report and recover from scams so you can protect yourself and the people you love. Questions? I’m here, reach out anytime. https://docs.rbcwealthmanagement.com/us/0433-fraud-scam-recovery-guide.pdf