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Sarasota Florida Wealth Management Solutions

Locally Owned and Operated

We are honored to contribute to our community both as a company and as individuals. Our roots in the Sarasota & Venice areas go back generations. We love our community and are proud to work with so many individuals, businesses, and local charities that share the same passion for this area.

Visit Us: 27 South Orange Ave. Sarasota, Florida 34236

Evening_Caldwell Trust Company_27 S Orange Avenue-final


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


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

Business Hours

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