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Wealth Management Solutions in Venice, Florida

Founded in Venice.

Rooted in Sarasota.

Expanding Across Florida.

Trusted for Generations.

Offices in Sarasota | Venice | Vero Beach

Our story began right here in Venice, Florida, where our headquarters and heart remain today. Since 1993, Caldwell Trust Company has been proud to serve individuals, families, and businesses across Venice and the broader Gulf Coast, offering trusted financial guidance built on lasting relationships, not just transactions.

As an independent, locally owned trust company, we offer continuity, personalized service, and the kind of long-term thinking that builds lasting legacies. From estate planning to investment management, our clients rely on us not only for our expertise but for a genuine commitment to their goals.

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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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Who We Are

We’re more than just part of the community—we’re actively invested in it. We support the people, organizations, and causes that make Venice a truly special place to live and work. Whether through local nonprofits, arts organizations, or community initiatives, we take pride in contributing to the vibrancy of our home town.

As we grow, we remain steadfast in our commitment to providing the same high-touch, personalized service that has defined us here in Venice, now extending our footprint with offices in Sarasota and Vero Beach.

Visit Us:

Venice Headquarters
1400 Center Rd. Venice, FL 34292
941-202-5734

 

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. 

Serving Venice, Florida Since 1993

Since receiving our charter from the State of Florida in 1993, our business has continued to grow through individuals who are attracted to a trust service provider that sincerely believes in giving clients what it promises, including quality investment management and estate planning.

Our roots started here in Venice, Florida, but has expanded throughout every corner of the United States.

Contact Our Venice Office

Address

1400 Center Road 
Venice, Florida 34292
 

Phone

Voice: 941-202-5734 
Fax : 941-496-4660

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