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Wealth Management Solutions in Sarasota, Florida

Rooted in Sarasota.

Expanding Across Florida.

Trusted for Generations.

Offices in Sarasota | Venice | Vero Beach

 

At Caldwell Trust Company, Sarasota is more than a place of business—it’s home. Since 1993, we’ve provided trusted, personalized financial guidance built on long-term relationships, not short-term gains.

As a locally owned and operated trust company, we’re proud to serve our neighbors with a hands-on, relationship-driven approach. Many of our clients have been with us for decades and across generations, and we’re honored to help them plan, grow, and preserve their wealth.

Our commitment to Sarasota goes beyond our office walls—we’re active supporters of local nonprofits, arts organizations, and causes that make this community thrive.

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 Caldwell Trust Company is proud to expand its trusted wealth management services to Vero Beach,
our third office location in Florida!

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Continuing Our Growth, Honoring Our History 

In 2017, we acquired the historic Cain/Wilson building in Downtown Sarasota to support our continued growth. While our headquarters remain in Venice, our Sarasota office reflects our deep roots and lasting investment in the region.

We’re also excited to now serve Florida’s East Coast through our new office in Vero Beach, continuing to deliver the same trusted service that defines Caldwell Trust Company.

Visit Us:

Sarasota Office in Historic Downtown
27 South Orange Ave., Sarasota, FL 34236
941-877-6665

 

 

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.

READ DETAIL

 

 

"As a company committed to lasting relationships, this building is the perfect place for us to grow—and Caldwell Trust Company plans to be here for generations to come."


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

 

 

 

Our Services Include

Creating your legacy is important business.  It requires thoughtful strategies that protect your wealth and transfer it as you intend.  At Caldwell Trust Company, there are few challenges we haven’t met and helped resolve.  We manage complex wealth matters drawing on the breadth and depth of our experience, knowledge of current tax laws, and a commitment to the highest fiduciary standards. 

Our New Office In Historic Downtown Sarasota

Caldwell Trust Company recently purchased the Cain/Wilson building in Downtown Sarasota to accommodate for the growth our company has seen over several years here in Sarasota.

"This is the building you’d want if you were going to be here forever—and Caldwell Trust Company plans to be around for a long, long time." - CEO, Kelly Caldwell

Contact Our Sarasota Office

Address

27 South Orange Avenue 
Sarasota, Florida 34236
 

Phone

Voice: 941-877-6665 
Fax: 941-926-9335 

Business Hours

Monday - Friday: 8:00 - 5:00 pm
Saturday & Sunday: Closed

Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

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Sarasota Office

941-926-9336


27 South Orange Avenue
Sarasota, Florida 34236

Venice Office
Corporate Headquarters

941-493-3600


1400 Center Road
Venice, Florida 34292


Vero Beach Office

(772) 213-9144


(712) 226-5063


3055 Cardinal Drive Suite 202
Vero Beach, FL 32963

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©2025 Caldwell Trust Company