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When Should I Start Thinking About Retirement Options?

Oct 12, 2020
Retirement: for most Americans, the word evokes mixed feelings. On the one hand, retirement represents a time when you can do all ...
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Frequently Asked Questions About Retirement Planning

Oct 5, 2020
Planning for your retirement is very important. You don't want to have to worry about how you are going to pay for things when ...
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Which Documents Do I Need to Keep Forever?

Aug 24, 2020
In our over-connected and increasingly digital world, everything seems to be moving online. While this is great to reduce paper ...
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5-Step Process for Creating a Digital Estate Plan

Jul 10, 2020
When someone passes away, a will determines how the individual’s assets are distributed. For example, you can advise whether your ...
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3 Things to Know to Effectively Invest in a Vacation Property

Jan 8, 2020
We’ve all seen the shows on TV that promise rental income in return for your down payment on a vacation property. The real estate ...
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How to Calculate the True Cost of College

Oct 28, 2019
If you’ve started preparing for your kids to attend college, you’ll quickly find the costs are no laughing matter. The costs of ...
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6 Reasons to Hire a Financial Advisor

Oct 24, 2019
Everyone has a time in life when they need a little financial advice. More Americans than ever before are seeking advice from ...
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4 Things to Look for When Hiring an Investment Advisor

Oct 14, 2019
When you hire an investment advisor, you are putting your financial security in the hands of another person. This is not a ...
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Services Offered by a Wealth Management Company

Aug 23, 2019
A wealth management company addresses the needs of its clients by offering investment advisory services, usually along with a ...
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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


1561 Main Street
Sarasota, Florida 34236

Venice Office
Corporate Headquarters

941-493-3600


1400 Center Road
Venice, Florida 34292

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