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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

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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.

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

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©2024 Caldwell Trust Company