About

Caldwell Trust Company is an independent, locally owned trust company that has provided comprehensive wealth management services for over three decades. With offices in Sarasota, Venice, and now Vero Beach, we offer investment management, estate planning, retirement services, and personal trust administration tailored to individuals, families, and businesses. We are proud to be a  true fiduciary placing our clients' best interests first and serve our communities with personalized financial guidance and long-term stability for generations. AS a member of the Lakewood Ranch Business Alliance, we look forward to contributing to and supporting the continued growth of our region's business community.