Investment Management

Estate Planning

At Caldwell Trust Company, trust is in the name, and we’re proud to be entrusted in helping you plan the future of your financial estate. The importance of setting up a plan for your wealth cannot be overstated, and you deserve reassurance that the distribution of your assets goes as you intended. We can provide the expertise, sensitivity, and care that your estate requires.

Financial Planning

You never know what will happen, so planning your financial future is important in sustaining and growing your wealth. With expertise that spans over two decades, we at Caldwell Trust Company are here to help. The path to your desired future should be clear and our team is here to help you secure the route to your goals.

IRAs

No matter where in your career you currently are, you can start saving to secure yourself a bright, carefree retirement. Our expert team will work with you to decide on a plan that fits your financial situation and your desired goals.

Employer Retirement Plans

Let us help you and your business by giving you the information you need to provide retirement plans and services to your employees. Providing retirement plans to your employees is a worthwhile endeavor, but can be difficult to handle on your own. Our experts will work with you to find a plan that fits your business and your employees.

*Important Notice: Investments are not FDIC Insured or Guaranteed - Securities (including shares of mutual funds), alternative investments, and other investment products are not insured by the FDIC or any other agency of the United States, nor are they obligations of, insured or guaranteed by, Caldwell Trust Company and affiliates. Securities (including shares of mutual funds) and other investments involve investment risks, including the possible loss of value.