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Caldwell Trust Company Expands to Vero Beach on the East Coast

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Wealth Management Solutions and Traditional Trust Services
Building Wealth | Preserving Legacy

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Vero Beach Expansion: Meet the Leadership Behind the Move

Hear from our Owner and Vero Beach Market Director about why this expansion matters—for us and for you. 

 

Introducing our Monthly Market Commentary

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Who we are

Caldwell Trust Company exists to provide personal, traditional and independent trust services. Our team offers a full range of integrated services, tailored to your individual priorities, to help you enhance and protect your legacy for generations to come. 

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Personalized Care

Each of us in this organization lives and breathes a belief that we are engaged in a truly noble calling, the demands of which are unlike those of any other profession. It is with this in mind that we assure you, the prospective customer, that the basic policies of the trust business are steeped in the tradition of the common law, withstanding the test of time. 
- Roland G. Caldwell, Founder

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