<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=778106407265440&amp;ev=PageView&amp;noscript=1">

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 ...
Read More

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 ...
Read More

In Memory of Roland G Caldwell

May 4, 2023
Roland George Caldwell, 89, of Venice, Florida passed away on April 24, 2023.
Read More

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 ...
Read More

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 ...
Read More

What Are the Different Types of Wealth Management?

Mar 6, 2023
Wealth management is a growing concept involving various financial services, including investments, estate, retirement planning, ...
Read More

What Are The Benefits of Having a 401k Plan for Your Business?

Jan 9, 2023
Running your own business can be a tough gig, especially when it comes to finding, hiring and retaining the right talent. ...
Read More

How to Prepare For Your First Meeting with an Investment Advisor

Nov 28, 2022
An investment advisor is a financial advisor who manages your investment portfolio and provides useful guidance for a fee. ...
Read More

How Much Money Should You Trust a New Investment Manager With?

Nov 14, 2022
An investment fund manager is an individual or entity responsible for implementing your fund's investing strategy as well as ...
Read More

Subscribe to our blog

5 Questions to Ask Before Hiring an Investment Advisor

5 Questions Document Fan - 2022
Download The Guide

The 9 Step Guide to Establishing a 401(k) for Your Business

9StepFan
Download the guide

Posts by Tag

See all

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

Sign up for updates

©2025 Caldwell Trust Company