Privately-held, our roots in wealth management run deep.

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Our Heritage - Providing personal, traditional and independent trust services

Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services. Since that time, Caldwell Trust Company has enjoyed continued success by remaining true to the same tenets that management outlined in our original charter application. Simply stated as follows:

  • To provide our clients with highly personalized one-on-one attention and care;

  • To work to retain clients and build loyalties that result in multi-generation relationships;

  • To contain our costs, and thereby client account fees, by doing everything internally, using the latest in electronic technology, which allows us to provide better service for less.
Since receiving our charter from the State of Florida in 1993, our business has continued to grow through individuals who are attracted to a trust service provider that sincerely believes in giving clients what it promises, including quality investment management and estate planning. We can and do meet a need that is not being filled by conventional providers at larger financial organizations, where fees increase and traditional trust services are abandoned in favor of brokerage and mutual fund-type activities.

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Trusts & Estates

Ensuring your wealth fulfills
your goals of the future.

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Retirement

Preparing you for tomorrow
on your terms.

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Investments

Growing your wealth and
making it work for you.

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