About

Caldwell Trust Company is an independent, locally owned trust company helping Floridians **build wealth and preserve their legacy the way it’s meant to be. With offices in Venice, Sarasota, and Vero Beach, we provide personalized investment management, trust administration, estate planning, and retirement services tailored to each client’s goals. As an independent fiduciary, we deliver objective guidance free from corporate constraints, ensuring your wealth is protected, grown, and transferred for generations. Proudly serving communities along Florida’s Gulf and Treasure Coasts, Caldwell Trust Company combines professional expertise with a personal touch. Caldwell Trust Company — Building Wealth | Preserving Legacy The Way It’s Meant to Be.