About
Caldwell Trust Company is an independent trust company chartered in the state of Florida, with offices in Venice and Sarasota that has been expertly navigating clients toward their financial goals since 1993. The foundation for our success is our relationship-focused approach that is built upon our unwavering commitment to long standing cardinal principles, practices, and precedents. This mentality is always present and provides a true point of difference, as it shapes the way we care for our clients, support our team, honor our shareholders and tie ourselves to the community. We proudly go the extra mile to provide this level of personalized care because we firmly believe – it’s the way that trust services are meant to be. The firm currently manages over $1.5B in assets for clients primarily in Florida. We serve, we participate, and we make an impact as community-based decision makers. Our commitment to community relationships resonates throughout our entire organization and the results are seen and celebrated through our Caldwell Cares program.
