Sandra R. Dalton

Sandy has 30 years of experience helping clients identify and achieve their financial goals. She is directly responsible for the implementation of strategic and tactical wealth management strategies. In addition to helping clients build and protect wealth, Sandy ensures that investment strategies complement estate planning strategies. Sandy graduated summa cum laude from Virginia Tech with a B.S. in accounting. She passed the CPA exam with high distinction, and was employed by both predecessor firms of PricewaterhouseCoopers.

Registered States:

  • AZ, CA, CO, FL, GA, IA, ID, IN, ME, MI, MN, MS, NE, NM, NV, NY, OH, OK, OR, TX, UT, WA, WI, WY

Contact Sandra R. Dalton

Senior Vice President – Wealth Management
The Dalton Wealth Management Group
The Mallard Building
1161 West River Street, Suite 340
Boise, Idaho  83702
Phone: 208-947-2000
Toll Free: 888-844-7448
Fax: 855-258-2894


Service Area

Services provided in:
  • Ada County, Idaho

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