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Wealth Management Solutions – Vero Beach, Florida


Your Local Partner in
Financial Planning

At Caldwell Trust Company, we provide Vero Beach residents with comprehensive wealth management solutions designed to fit your lifestyle, family goals, and long-term vision. Whether you’re planning for retirement, growing your legacy, or managing complex investments, our team is here to serve as your trusted financial partner.

 

Visit Us: 3055 Cardinal Drive, Suite 202, Vero Beach FL, 32963

Call Us: 772-213-9144

 

CTC Vero Office

 

 

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 Vero Beach, Florida with Trusted Guidance

Caldwell Trust Company is proud to serve the Vero Beach community with a deep commitment to personalized wealth management and fiduciary excellence. Clients come to us for thoughtful investment management, estate planning, and trust services—and stay with us because we deliver on our promises.

While our reach extends nationwide, our values remain rooted in what defines Vero Beach: integrity, community, and lasting relationships.

 

Contact Our Vero Beach Office

Address

3055 Cardinal Drive, Suite 202,

Vero beach FL, 32963
 

Phone

Voice: 772-213-9144
Fax : 712-226-5063

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


Vero Beach Office

(772) 213-9144


(712) 226-5063


3055 Cardinal Drive Suite 202
Vero Beach, FL 32963

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