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Scott Antritt

Recent Posts

Guide to Estate Planning for Business Owners

Apr 9, 2019
With your business being one of the most valuable assets within your estate, it’s never too early to start considering what will ...
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Digital Wealth: How to Protect Your Online Business in the Long Run

Nov 13, 2018
If you’re like most online business owners, you’ve likely invested a lot of time, resources and energy into your online business. ...
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Caldwell's Post Election Thoughts - A Stunning Victory

Nov 9, 2016
After a seemingly endless campaign, the voters have spoken and have elected Donald J. Trump as our 45th President. Hopefully, the ...
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What Are Some Stealth Retirement Moves for the Wealthy?

Sep 24, 2015
Retirement procedures and strategies vary slightly depending upon your income bracket. High income earners do not qualify for ...
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Employer: Is Your 401(k) Putting You at Risk?

May 21, 2015
This week, the Supreme Court decided a case that should put all employers on alert in regards to their responsibilities as plan ...
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Who Gets Custody Of My Assets?

Mar 12, 2015
Appointing an investment adviser or a trust company to administer your trust and provide asset management is a decision that is ...
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The Importance of Maintaining a Personal Financial Organizer

Feb 11, 2015
It’s important to create a personal financial organizer when thinking about getting your affairs in order. While no one likes to ...
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Do I Need a Safety Deposit Box?

Feb 3, 2015
Keeping your most precious items and financial documents safe and secure should always be a priority for a family’s financial ...
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Constructing Your Financial Organizer

Sep 25, 2014
There are numerous suggestions and ideas on how to go about organizing your personal financial information. Go to Google and ...
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5 Questions to Ask Before Hiring an Investment Advisor

5 Questions Document Fan - 2022
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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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