A plan tailored for you For the goals you want to accomplish

The Dalton Bahney Treinen Wealth Management Group


phone

208-947-2000
888-844-7448



phone

855-258-2894



address

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



Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. 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. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure 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 to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.


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



Insights

 
 
Get a clearer view of your wealth. With My Total Picture, a feature of UBS Online Services, you’ll be able to see your financial information all at the same time.
 
 
Mike Ryan, Chief Investment Strategist, Wealth Management Americas, gives his outlook for investors in the third quarter.

Art Cashin on the markets

Top of the Morning daily podcasts