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Wealth Management Solutions in Vero Beach, Florida

Caldwell Trust Company: Now Serving Vero Beach

(Offices in Sarasota, Venice and Vero Beach)

Caldwell Trust Company is excited to expand our trusted wealth management services to Vero Beach, marking our third office in Florida.

With over 30 years of experience, we bring a legacy of personalized financial solutions, grounded in trust, integrity, and expertise. Whether you’re planning for retirement, building your legacy, or managing investments, we are dedicated to helping you achieve your long-term goals.

“Opening our Vero Beach office marks a new chapter for Caldwell Trust Company. We’re excited to extend our personal, relationship-driven approach to this community, staying true to the values that have guided us since 1993.”
— R.G. “Kelly” Caldwell, Jr., Chairman, President & CEO

As we grow in this vibrant area, we look forward to building lasting relationships and becoming your trusted financial partner, supporting your family’s prosperous future.

Visit Us:

Vero Beach Office
3055 Cardinal Drive, Suite 202, Vero Beach FL, 32963
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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©2025 Caldwell Trust Company