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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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Are You Making a Wise Investment in Your Relationship With Your Financial Advisor?

Jul 2, 2019
Like the other important relationships in your life, you must put in the time and effort to create a strong working relationship ...
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Executive June Summary

Jul 1, 2019
Global capital markets all moved higher in June. The major domestic equity market benchmarks all advanced in the 7% range. The ...
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How Will 5G Impact Investment Opportunities?

Jun 25, 2019
5G or not 5G? That is our question. Media and tech reports are abuzz about this new technology but definitions are buried in ...
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What Are Qualified Retirement Plans and Why Do They Matter to Employers?

Jun 18, 2019
Offering strong benefits—such as solid retirement options—is one step you can take to remain the best employer option for ...
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Executive April Summary

Apr 30, 2019
Earnings releases last week were plentiful; just under 50% of S&P companies have reported earnings for Q1. Approximately 80% ...
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Executive March Summary

Apr 1, 2019
The big news in March was the renewed fears of a global slowdown which prompted a decline in interest rates. In the U.S. the ...
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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

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941-926-9336


27 South Orange Avenue
Sarasota, Florida 34236

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Corporate Headquarters

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(772) 213-9144


3055 Cardinal Drive Suite 202
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