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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

When and How Often Should You Update Your Estate Plan?

Planning your estate helps you take care of the people who depend on you when you pass on. It allows you to manage your assets and divide them...

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What is a Charitable Trust?

Charitable giving is a great way to support a specific cause or organization and it can be important for financial planning, estate, and tax...

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Asset Management Vs. Wealth Management: Which is Right for you?

There are various ways that individuals can begin to manage their money better. Two financial services that are offered today are asset and wealth...

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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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