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Caldwell Trust

Recent Posts

The Importance of a Fiduciary: What You Need to Know

Mar 22, 2017
When it comes to protecting your assets or ensuring your wishes are carried out when you are incapable of communicating them, you ...
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Investment Letter Commentary

Feb 28, 2017
With the Dow Jones Industrial Average (DJIA) crossing the 20,000 level we realize what a difference a year can make in domestic ...
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Lee Celebrates 20 Years With Caldwell Trust!

Feb 21, 2017
H. Lee Thacker, Jr., CFP, Senior Executive Vice President, Secretary, Trust Officer and very good friend of Caldwell Trust ...
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What Is the Intent Of The Settlor When It Comes To Discretionary Language Within Their Trust?

Feb 1, 2017
Every family has their own unique make-up and no two are alike – each member of a family has their own separate distinctions and ...
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Why We Endorse Pro Growth Policies

Jan 27, 2017
If you missed it the Dow Jones Industrial Average (DJIA) made history this week as it crossed the 20,000 level this past ...
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Tony Robbins Explains What a Fiduciary Is

Jan 19, 2017
Do you know what a fiduciary is? A fiduciary is a person who holds a legal or ethical relationship of trust with one or more ...
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A Brief Investment Comment

Dec 19, 2016
After eight years of focusing on Yellen and short term interest rates, it may be hard for some in the financial business to ...
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This Week We Say and Give Thanks

Nov 21, 2016
On behalf of Caldwell Trust Company, we wish you and your family a wonderful Thanksgiving Holiday spent with loved ones as you ...
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Today We Salute Our Veterans for their Service

Nov 11, 2016
Those that have served in the United States Military hold a special place in the hearts of Americans. These dedicated men and ...
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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

Sarasota Office

941-926-9336


27 South Orange Avenue
Sarasota, Florida 34236

Venice Office
Corporate Headquarters

941-493-3600


1400 Center Road
Venice, Florida 34292

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