Trusts & Estates

Ensuring your wealth fulfills your goals of the future.

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Growing your wealth and making it work for you.

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Preparing you for tomorrow on your terms.

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It is with this in mind that we assure you, the prospective customer, that the basic policies of the trust business are steeped in the tradition of the common law, withstanding the test of time. 

Roland  G. Caldwell, Founder

Each of us in this organization lives and breathes a belief that we are engaged in a truly noble calling, the demands of which are unlike those of any other profession. 

Roland  G. Caldwell, Founder

Caldwell Trust Company Blog

Caldwell Trust Company Sarasota Location

Our Sarasota office, located on Main Street, is the perfect location for meeting with clients and prospects. Having our own parking is easy and keeps things as simple for our clients and guests...Read more

What Are Some Stealth Retirement Moves for the Wealthy?

Retirement procedures and strategies vary slightly depending upon your income bracket. High income earners do not qualify for certain options that are available to those who earn less. There are ways...Read more