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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

Retirement Planning for All Phases of Your Life

Depending on which professional sector of society you consult, there are between three and eight phases of life. 

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Don’t Let Money Take Control of Your Retirement

Would it surprise you to learn that more Americans are losing sleep over their finances now than they did during the Recession? Nearly two-thirds...

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Caldwell Cares: An Evening Under the Stars for All to Enjoy

Dr. Carol F. Probstfeld, president of State College of Florida, recently welcomed over 1,500 guests to its 31st annual Evening Under the Stars,...

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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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