Wealth Management Solutions and Traditional Trust Services

A Message For Our Clients:

At Caldwell Trust Company, the health and safety of our clients and employees is of paramount importance. For this reason, we have implemented specific precautions to protect you during this current outbreak of the coronavirus. 

According to the most recent information from the CDC, the immediate risk of being exposed to the virus that causes Covid-19 is low, for most people. However, we want our clients to feel safe working with us.  I have outlined our plans to minimize the risk of exposure to clients and employees. 

Client Meetings

To protect both clients and our staff, we are recommending, where possible, we communicate by telephone and email. While we value the ability to communicate in person, particularly during this period of uncertainty and stock market volatility, we can accomplish a lot by telephone and electronic sharing. Please reach out to us with your questions and concerns.

Remote Considerations

Because we take the threat of spreading this virus so seriously, we have implemented several internal procedures to limit staff exposure and, therefore, client exposure. Our Venice and Sarasota staff are meeting and communicating via video conference, telephone and email only. In addition, several staff members from each department and each office are working remotely so we don’t reach a point where it becomes necessary to close a physical office and cause a disruption to our client service.

Beware of Scams

Cybercriminals take advantage of periods of high anxiety. Look out for suspicious email and text messages that may impersonate a company, charity, or government agency. The intent is to convince you to share personal information. Please remember, Caldwell Trust Company will never email or text you to send or wire money to anyone.  We would always only communicate with you personally to arrange for funds or assets to be transferred to your Caldwell account.

Please be assured we are monitoring this developing situation closely. As changes occur, we will notify you with details. We thank you for your patience and trust in us.  

Sincerely,
R.G. “Kelly” Caldwell, Jr.
CEO & President