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Caldwell Trust

Recent Posts

3 Things to Know to Effectively Invest in a Vacation Property

Jan 8, 2020
We’ve all seen the shows on TV that promise rental income in return for your down payment on a vacation property. The real estate ...
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Plan Early — Enjoying Your Sarasota, FL Retirement

Dec 17, 2019
Florida is one of the biggest hotbeds in the US for retirees and snowbirds alike. Sarasota, FL is a retiree's paradise. Warm ...
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Caldwell Cares: InStride | Horses + People = Partnership

Dec 11, 2019
InStride Therapy, Inc., the Nokomis-based provider of equine-assisted therapies and activities, recently partnered with ...
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Caldwell Cares: An Evening Under the Stars for All to Enjoy

Nov 21, 2019
Dr. Carol F. Probstfeld, president of State College of Florida, welcomed over 1,500 guests to the 31st annual Evening Under the ...
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Caldwell Cares: One Day and $200,000 Raised for Education!

Oct 30, 2019
The Taylor Emmons Scholarship Fund (TESF) experienced tremendous success at its Annual Golf Classic & Texas Hold ‘Em Poker ...
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6 Reasons to Hire a Financial Advisor

Oct 24, 2019
Everyone has a time in life when they need a little financial advice. More Americans than ever before are seeking advice from ...
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4 Things to Look for When Hiring an Investment Advisor

Oct 14, 2019
When you hire an investment advisor, you are putting your financial security in the hands of another person. This is not a ...
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Agape Provides Planes and Pilots, Takes Supplies and Volunteers to Hurricane-Ravaged Bahamas

Oct 11, 2019
Bahamians have been struggling for survival since Hurricane Dorian made landfall on September 1, 2019. The Category 5 storm took ...
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Caldwell Trust Company: Who We Are, What We Do, and How We Can Help You

Sep 16, 2019
If you needed to ask a friend to help manage your assets, for example, to manage your estate or your investments, whom would you ...
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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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