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Caldwell Trust

Recent Posts

Balancing Retirement and College Savings

Jun 5, 2023
To navigate the challenges of balancing retirement savings and college savings, parents must take a strategic approach that ...
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Trusts and Estate Planning: A Comprehensive Guide

May 8, 2023
Trusts and estate planning are essential tools for managing one's wealth and ensuring that assets are distributed according to ...
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In Memory of Roland G Caldwell

May 4, 2023
Roland George Caldwell, 89, of Venice, Florida passed away on April 24, 2023.
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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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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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5 Questions to Ask Before Hiring an Investment Advisor

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The 9 Step Guide to Establishing a 401(k) for Your Business

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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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