Investment Management
Preparing you for tomorrow
on your terms.
Wealth Management Solutions
Ensuring your wealth fulfills your family, your legacy, and your future.
Agape Provides Planes and Pilots, Takes Supplies and Volunteers to Hurricane-Ravaged Bahamas
Bahamians have been struggling for survival since Hurricane Dorian made landfall on September 1. The Category 5 storm took everything from...
How to Access Retirement Funds Early, Without Penalty
It’s important to plan for retirement, but what happens if you need that money earlier? Accessing retirement funds before they reach maturity,...
What are the Benefits of Using a Trust Company for Money Management?
Trust companies use financial tools such as trusts, foundations, and other wealth structures to help manage complex wealth scenarios. They...
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