About

Caldwell Trust Company is an independent, Florida-chartered trust company providing comprehensive wealth management, trust administration, estate planning support, retirement planning, succession planning, and fiduciary services. Founded in Venice in 1993, the firm remains privately owned and committed to objective advice, personalized service, and long-term financial stewardship.

Today, Caldwell Trust manages more than $2 billion in assets for individuals, families, businesses, nonprofits, and charitable organizations across Florida and the United States. With offices in Venice, Sarasota, and Vero Beach, the company offers customized solutions designed to help clients build wealth, preserve legacy, and navigate life's most important financial decisions.

In addition to serving as trustee, investment manager, custodian, and personal representative, Caldwell Trust provides charitable planning solutions, helping clients create meaningful philanthropic legacies. Through its Caldwell Cares initiative, the firm actively supports local nonprofits and community organizations, reflecting its commitment to making a lasting impact beyond financial management.

Building Wealth | Preserving Legacy — The Way It's Meant to Be. 

(Building Wealth. Preserving Legacy. Since 1993.)   

(Business Observer Article: Trusted Wealth Management, Rooted in Venice | Caldwell Trust Company)

Office Locations

Venice (Corporate Headquarters): 1400 Center Road, Venice, FL 34292 (Founded in Venice. Trusted for Generations. | Caldwell Trust Company)

Sarasota: 27 South Orange Avenue, Sarasota, FL 34236 (Rooted in Sarasota, Trusted for Generations | Caldwell Trust Company)

Vero Beach: 3055 Cardinal Drive, Suite 202, Vero Beach, FL 32963 (The Caldwell Trust Difference: Wealth Management in Vero Beach)