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Caldwell Trust

Recent Posts

Returning the US to Robust Economic Growth

Aug 8, 2014
In a pre-interview before the Matson Money Investor Symposium, Art Laffer, long-time adviser and friend of Caldwell Trust ...
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Lee Thacker Jr. is named senior executive vice president

Aug 6, 2014
H. Lee Thacker Jr., has been named Senior Executive Vice President of Caldwell Trust Company. Thacker has been with the Trust ...
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How an Investor Can Protect Against Fraud and Institutional Failure

Jul 29, 2014
Since the frauds like Madoff and Nadel and the institutional failures like Lehman Brothers and Washington Mutual came to light; ...
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Who Will Take Care of Me When I'm Older?

Jul 24, 2014
As we get older, the reality is that at some point, we will all most likely need help managing our financial affairs and health ...
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Charitable Plan: You Have a Big Heart AND Substantial Assets but No Next of Kin to Leave it To

Jul 22, 2014
In the event that you have substantial assets and do not have a next of kin or anyone in mind to designate as a beneficiary, you ...
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Retirement: How Can I Make Sure I Don’t Outlive My Money?

Jul 17, 2014
Last month, Bank of America released a report regarding how Americans think about money. One of the more interesting statistics ...
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How Can I Help My Granddaughter Pay for College?

Jul 16, 2014
Higher education costs are at an all time high. Last year alone, 71% of students had an average student loan balance of $29,400 ...
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When Does It Make Sense to do Stock Buybacks?

Jul 8, 2014
As of December 31, 2013, S&P 500 companies reported more than $4 trillion in cash and short-term investments on their balance ...
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Caldwell is Honored to be Awarded 2014 Large Business of the Year

Jul 8, 2014
Caldwell Trust Company was recently honored by The Venice Area Chamber of Commerce as its 2014 Business of the Year at an event ...
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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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