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Recent Posts

What is 'Risk Tolerance' and How Does a Financial Advisor Use it When Investing?

Jul 10, 2022
Risk tolerance is the amount of loss an investor is willing to handle when making an investment decision. Before you choose the ...
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Top 7 Reasons Why You Should Have a Trust

Jun 27, 2022
Wondering whether you need a trust? A trust is a great estate planning tool that can help you manage your property and assets. ...
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What Is the Role of a Fiduciary?

Feb 21, 2022
The word 'fiduciary' is one you'll come across often when looking into financial matters, investment management, and retirement ...
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Setting Attainable Goals When Planning for Retirement

Jul 12, 2021
Attaining financial independence takes planning and a lot of forethought when setting attainable goals so that by the time it's a ...
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5 Practices to Avoid in Order to Plan for Retirement

Jun 14, 2021
A report by the National Institute on Retirement shows that three-quarters of Americans fail to attain the conservative savings ...
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When and How Often Should You Update Your Estate Plan?

May 31, 2021
Planning your estate helps you take care of the people who depend on you when you pass on. It allows you to manage your assets ...
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What is a Charitable Trust?

May 24, 2021
Charitable giving is a great way to support a specific cause or organization and it can be important for financial planning, ...
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Asset Management Vs. Wealth Management: Which is Right for you?

May 17, 2021
There are various ways that individuals can begin to manage their money better. Two financial services that are offered today are ...
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What are the Advantages of Working with a Local Investment Manager?

Aug 10, 2020
Your finances are more than just numbers in a computer or on a ledger. They help ensure you and your family's well-being at ...
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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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