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What Does a Trust Company Do?

Aug 21, 2023
Since trust companies handle many different asset management tasks, confusion abounds about the role and purpose of trust ...
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What Is the Role of a Fiduciary?

Jul 10, 2023
The word 'fiduciary' is one you'll come across often when looking into financial matters, investment management, and retirement ...
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What Sets Caldwell Trust Apart

Jun 6, 2023
Caldwell Trust Company is a premier wealth management company that has been serving its clients for over 30 years with a combined ...
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Preserving Your Legacy With An Investment Manager

Jun 6, 2023
Investing your money is one of the most important decisions you can make for your financial future. Whether you are planning for ...
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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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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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