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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

What Are the Advantages of a Cash Balance Plan for a Business Owner?

Cash balance plans have become increasingly more popular among small and midsize businesses in recent years. In fact, according to Kravitz, 92...

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What Does a Trust Company Do?

Since trust companies handle many different asset management tasks, confusion abounds about the role and purpose of trust companies. As a result,...

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Guide to Estate Planning for Business Owners

With your business being one of the most valuable assets within your estate, it’s never too early to start considering what will happen to it...

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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

941-493-3600


1400 Center Road
Venice, Florida 34292

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©2019 Caldwell Trust Company