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Caldwell Trust

Recent Posts

5 Life Occurrences When Your Estate Plan Should Be Updated

Apr 17, 2023
If you already have your will, trust, and other estate planning documents in place, congratulations. You’ve taken an important ...
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The Way It’s Meant to Be

Mar 23, 2023
Driving around downtown Sarasota in the late 90s, R.G. “Kelly” Caldwell, Jr., owner of Caldwell Trust Company, spotted The Wilson ...
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What Are the Different Types of Wealth Management?

Mar 6, 2023
Wealth management is a growing concept involving various financial services, including investments, estate, retirement planning, ...
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What Are The Benefits of Having a 401k Plan for Your Business?

Jan 9, 2023
Running your own business can be a tough gig, especially when it comes to finding, hiring and retaining the right talent. ...
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5 Benefits of a Non-Family Member Trustee

Dec 19, 2022
When it comes to choosing a trustee to oversee your estate, it's important to find one you can fully entrust with the wellbeing ...
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How to Prepare For Your First Meeting with an Investment Advisor

Nov 28, 2022
An investment advisor is a financial advisor who manages your investment portfolio and provides useful guidance for a fee. ...
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How Much Money Should You Trust a New Investment Manager With?

Nov 14, 2022
An investment fund manager is an individual or entity responsible for implementing your fund's investing strategy as well as ...
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How to Choose an Investment Manager in Florida

Oct 24, 2022
Investment management entails more than just managing individual assets in your portfolio. It also includes guaranteeing that the ...
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A Breakdown of Key Elements Inside an Estate Plan

Oct 10, 2022
Estate planning is something that people know they should do, but most never do it. In fact, nearly 60% of adults lack important ...
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5 Questions to Ask Before Hiring an Investment Advisor

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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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