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Who we are

Caldwell Trust Company exists to provide personal, traditional and independent trust services. Our team offers a full range of integrated services, tailored to your individual priorities, to help you enhance and protect your legacy for generations to come. 

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Personalized Care

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. 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

Bank Statements - To Keep or to Trash?

When it comes to banking, nowadays you can virtually do everything online. In fact, some online-only banks have begun to emerge in the market as...

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Do I Need an Attorney to Execute an Estate Plan in Florida?

 

Accountants, financial planners, attorneys, and other such professionals use the term "estate planning" in reference to the planning and...

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What is 'Risk Tolerance' and How Does a Financial Advisor Use it When Investing?

Risk tolerance is the amount of loss an investor is willing to handle when making an investment decision. Before you choose the best investment...

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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

Sarasota Office

941-926-9336


1561 Main Street
Sarasota, Florida 34236

Venice Office
Corporate Headquarters

941-493-3600


1400 Center Road
Venice, Florida 34292

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