Caldwell Trust

Founded in 1993, Caldwell Trust Company is an independent, employee-owned and operated trust company and registered investment adviser. It was established with the mission to provide genuine, conflict-free fiduciary services, distinguishing itself from larger bank-owned trust departments. The company offers a range of services including trust and estate administration, investment management, financial planning, and retirement solutions, priding itself on a client-centric, "boutique" approach to wealth management.