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Caldwell Trust

Recent Posts

Don’t Short a Dull Market - There is Something for Everyone

Apr 27, 2015
With Thursday’s close of the NASDAQ at a new all-time peak of 5056, and noting the last time we saw these levels was 15 years ...
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Students at Venice High School Meet Economist Stephen Moore

Apr 7, 2015
“Kelly” Caldwell Jr. always stays close to his Venice roots. The CEO and president of Caldwell Trust Company, Kelly is also a ...
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Unwitting Mentors

Apr 2, 2015
Have you ever met someone who stirs something in you? You’re enamored with their personality, their passion, their dedication, ...
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6 Things You May Not Know About Annuities

Mar 31, 2015
A diverse retirement portfolio is comprised of a variety of options for investment management, like 401(k), Roth IRA, real ...
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Market Snapshot: Merger Mania Continues

Mar 25, 2015
In a deal that would create the world’s fifth largest food company, Kraft Foods and Heinz will merge with the backing from its ...
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What Your Family Needs to Know About Your Timeshare

Mar 19, 2015
Do you have a timeshare in Maui, in Laguna Beach, and then one in Maine for the summer months? Maybe you don’t have all three, ...
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The Responsibilities of a Fiduciary

Mar 17, 2015
A fiduciary is an individual or company that is given the legal duty and capacity to act on the behalf of another for matters ...
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Who Gets Custody Of My Assets?

Mar 12, 2015
Appointing an investment adviser or a trust company to administer your trust and provide asset management is a decision that is ...
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How Much is Enough to Leave for your children – the Bucket Theory

Mar 10, 2015
One of the most frequently asked questions by my clients as we discuss their planning, is “How much money should we leave to our ...
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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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