Planning is the doorway to what's possible

The Dalton Bahney Treinen 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 advisor ranked #1 in Idaho, 2012, 2016
Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
Barron's Top 1,000 Financial Advisors, 2009, 2011, 2012, 2013
Barron's Top Ranked Team in Idaho, 2009

Investment Insights


The Dalton Bahney Treinen Wealth Management Group

The Mallard Building
1161 West River Street
Suite 340
Boise, ID 83702

855-258-2894 fax

Sandra R. Dalton

Senior Vice President Wealth Management
William R. Bahney

Financial Advisor
Michael S. Treinen

Vice President Wealth Management
Benjamin G. Dalton

Financial Advisor
Stephen Sackman

Senior Client Service Associate
Breanna Lynda Brandon

Client Service Associate
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