Welcome to Caldwell Trust Company
Caldwell Trust Company is a locally-owned and managed expert for investments, trusts, and estate administration. With more than 30 years of investment experience and nearly one-half billion dollars in assets under management, Caldwell is known for personalized service that safeguards client assets while maximizing investment return.
Caldwell offers a full range of fiduciary services to individuals including serving as trustee, custodian and investment advisor, financial manager, and personal representative. Additionally Caldwell offers 401(k) and 403(b) qualified retirement plans to companies. As a free service, Caldwell can help newcomers establish residency, and refer them to local professionals to create Florida wills, trusts, living wills, and surrogate designations.
While banks frequently change hands and alter services, privately-held Caldwell Trust Company, with its seasoned and dedicated staff, promises a stability of leadership, a tradition of service, and a legacy of trust.
