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Caldwell Trust

Recent Posts

Is AI Helping or Hurting Your Financial Plan? What Investors Need to Know

Jun 22, 2026
Artificial intelligence (AI) is transforming the way people manage their finances. From budgeting apps and retirement calculators ...
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How to Find Old 401(k) Accounts and Decide Whether Consolidation Makes Sense

Jun 15, 2026
Over the course of a career, it is common to change jobs, take on new professional opportunities, and accumulate retirement ...
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Financial Planning for All Stages of Life

Jun 8, 2026
Financial planning for all stages of life means creating a flexible strategy that evolves as your income, goals, family ...
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How Investment Management Supports Long-Term and Generational Wealth

May 18, 2026
Investment management plays a key role in growing and protecting wealth over time. A strong long-term strategy focuses on ...
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How to Choose the Right Trustee in Florida (and Common Mistakes to Avoid)

May 11, 2026
A trustee is the person or institution responsible for managing and distributing assets according to the terms of your trust. The ...
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5 Ways Financial Planning Can Help You Achieve Your Financial Goals

May 4, 2026
Financial planning is the cornerstone of achieving both your long-term and short-term financial goals. Whether you're mapping out ...
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Common Retirement Planning Mistakes That Create Tax Surprises

Apr 20, 2026
Many people assume their tax burden will decrease once they retire. While income sources may change, taxes do not necessarily ...
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When Should You Roll Over a 401(k) and When Should You Not?

Apr 13, 2026
At some point in your career, you will likely face a common financial question: Should I roll over my 401(k)?
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Which Tax Documents Do I Need to Keep?

Mar 23, 2026
Tax season often brings a common question: How long should I keep my tax records? While some documents are safe to toss after a ...
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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.

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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


Vero Beach Office

(772) 213-9144


3055 Cardinal Drive Suite 202
Vero Beach, FL 32963

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©2026 Caldwell Trust Company