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Our New Office in Downtown Sarasota

We have a new Sarasota office address! We're proud to now be located in the former Cain-Wilson Building called Caldwell Trust Company.


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

The Way It’s Meant to Be

Driving around downtown Sarasota in the late 90s, R.G. “Kelly” Caldwell, Jr., owner of Caldwell Trust Company, spotted The Wilson Building at 27 S....

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Managing your finances can be a complex and overwhelming task. From budgeting and saving to investing and retirement planning, it can be challenging...

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What Are the Different Types of Wealth Management?

Wealth management is a growing concept involving various financial services, including investments, estate, retirement planning, and insurance. Since...

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