Investment Management
Preparing you for tomorrow
on your terms.
Wealth Management Solutions and Traditional Trust Services
Building Wealth | Preserving Legacy
Introducing Our New Downtown Sarasota Location in the Cain-Wilson Building, now the Caldwell Trust Company Building at 27 S. Orange Avenue
Our new Sarasota home, formerly known as the Cain Building, later the Cain-Wilson Building, is now the Caldwell Trust Company building.
What Is the Role of a Fiduciary?
The word 'fiduciary' is one you'll come across often when looking into financial matters, investment management, and retirement planning, but many...
3 Things to Consider When Choosing a Trust Company
When choosing a
trust company there are a number of things to consider. Is this someone that you believe will take care of your family when you’re...
Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.
Sarasota Office
941-926-9336
27 South Orange Avenue
Sarasota, Florida 34236
Venice Office
Corporate Headquarters
941-493-3600
1400 Center Road
Venice, Florida 34292