Planning is the doorway to what's possible



The Dalton Wealth Management Group

Today, trusted financial advice is more important than ever. As your Financial Advisors, we take responsibility to provide that advice very seriously. That's why a comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. What's more, if your circumstances change over time, or new opportunities arise, we can adjust your plan to ensure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much, we are well-positioned with straightforward advice and a solid plan that will give you greater confidence to pursue all of your life goals—no matter what the environment.

Sandra Dalton has been recognized as an industry leader.

Barron's Top 1,200 Financial Advisors, 2014
Barron's Top 1,000 Financial Advisors, 2013



Upcoming events

Date Time Event
July 16, 2014 11:30 AM MST Client Lunch with UBS Analyst

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The Dalton Wealth Management Group

The Mallard Building
1161 West River Street
Suite 340
Boise, ID 83702
208-947-2000
888-844-7448
855-258-2894 fax
Contact Us get directions


Sandra R. Dalton
Senior Vice President Wealth Management
William R. Bahney
Investment Associate
Michael S. Treinen
Account Vice President
Stephen Sackman
Senior Client Service Associate
Benjamin G. Dalton
Client Service Associate
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