Our Heritage

Founded in 1993, Caldwell Trust Company is an independent trust company with more than 25 years of investment experience and $1.2 billion dollars in assets under management. We’re still right here. Same locations, same ownership, same management, same values as you. We are known for personalized service that safeguards client assets while maximizing investment return. We offer a full range of fiduciary services to individuals including serving as trustee, custodian and investment advisor, financial manager, and personal representative. Additionally, Caldwell offers 401(k) and 403(b) qualified retirement plans to companies.

Current Sarasota Office: 1561 Main St. Sarasota, FL 34236

Venice Office Corporate Headquarters: 1400 Center Rd. Venice, FL 34292 941-493-3600

Future Sarasota Office: 27 S. Orange Ave. Sarasota, FL 34236 941-926-9336

CTRUST.COM

A SPECIAL BRANDSTORY MARKETING FEATURE | SRQ MAGAZINE | DECEMBER 2020