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LEGACY HAS A NEW ADDRESS

Caldwell Trust Company is now serving Vero Beach and the Treasure Coast

We’re proud to announce the opening of our newest office on Florida’s east coast — right in the heart of Vero Beach.

For over 30 years, Caldwell Trust Company has helped families, individuals, and business owners protect, grow, and pass on their wealth — with integrity, independence, and unmatched personal service. Now, we’re bringing that same commitment to the Treasure Coast.

Trusted Wealth Management and Legacy Planning — The Way It’s Meant to Be.

Now available in Vero Beach:

  • Trust & Estate Administration
  • Investment Management
  • Retirement Planning
  • Charitable Giving Strategies
  • Multi-Generational Wealth Transfer
  • Business Succession Planning

Whether you’re planning for the next decade or the next generation, our experienced advisors are here to help you create a lasting legacy.

Experience the Caldwell difference. Now on both coasts of Florida.

MEET OUR VERO BEACH TEAM

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Our Founder: Roland G. Caldwell | 1932 - 2023

Founded in 1993 by Roland G. Caldwell (1932–2023), Caldwell Trust Company was built on a vision of personal service and integrity in trust banking. Roland believed that trust officers should truly know and care for the individuals and families they serve—a principle that continues to guide us today.

Now led by his son, R.G. “Kelly” Caldwell Jr., we remain proudly independent with over $1.5 billion in assets under management. With the same ownership, management, and values since day one, we provide personalized fiduciary services—including trustee, investment advisor, and financial management roles—as well as 401(k) and 403(b) retirement plans for businesses.

Our What We Believe statement reflects Roland’s enduring legacy and serves as a constant reminder of the trust, care, and personal service at the heart of all we do.

 

DOWNLOAD OUR BROCHURE       EXPLORE WHAT WE BELIEVE

 

 

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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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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

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Sarasota Office

941-926-9336


27 South Orange Avenue
Sarasota, Florida 34236

Venice Office
Corporate Headquarters

941-493-3600


1400 Center Road
Venice, Florida 34292


Vero Beach Office

(772) 213-9144


(712) 226-5063


3055 Cardinal Drive Suite 202
Vero Beach, FL 32963

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