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

Caldwell Trust Company Marks 25 Years of Service, Quietly Delivering Strong Results, Stability, and Peace of Mind

Nov 1, 2018
We live in unquiet times, distracted by a 24/7 news cycle of “breaking news,” manipulative phone calls from solicitors and ...
Read More

Alan H. Blair Celebrates 10 Years with Caldwell Trust

Aug 17, 2018
Vice president and trust officer Alan H. Blair joined Caldwell Trust Company in October 2008, just as Caldwell was marking its ...
Read More

Office Hours following Hurricane Irma

Sep 11, 2017
We hope you and your families are safe and well. All of our staff have been contacted and all have successfully weathered this ...
Read More

Gentle Reminder to Obtain Cash Prior to Storm

Sep 7, 2017
As everyone is preparing for the approach and potential impacts of Hurricane IRMA, we wish to remind you to obtain cash today or ...
Read More

The Importance of Knowing Who is Administering Your Company 401k

Aug 3, 2017
Saving for retirement should be easy, but there’s a host of federal regulations and financial considerations that can make ...
Read More

What Employers Need to Know About 401(k) Rollovers

Jun 29, 2017
When an employee leaves your company, there’s a number of ways to handle the investments in their 401(k). You and the employee ...
Read More

Special Report: Observations from the 57th Laffer Conference in D.C.

Jun 14, 2017
Once again, we had the opportunity to attend Dr. Art Laffer’s conference in Washington D.C. and we will save you the suspense on ...
Read More

To Match or Not to Match

Jun 8, 2017
When it comes to developing your company’s 401k, there’s a lot that needs to be determined. But while you’re deciding whether or ...
Read More

Caldwell Trust Company Takes Home Top Honors at 2017 Frank G. Berlin, Sr. Small Business Awards

Jun 6, 2017
We're completely honored to have been awarded "Small Business of the Year," as well as "Professional Services Business of the ...
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

©2023 Caldwell Trust Company