A Trust Officer with Caldwell Trust Company serves as a client’s financial quarterback, reviewing the client’s family circumstances in great detail, then integrating legal, financial, tax, health, and personal components into a comprehensive plan that will be modified and updated as the family’s needs change.

Caldwell Trust Officers create highly customized solutions tailored to the individuals’ needs which includes:

• A review of your Estate Planning documents
• Objectively analyzing, evaluating, and managing your investments.
• Coordinating and communicating your financial goals with your CPA
• Recognizing and preparing for vulnerabilities in your financial and estate plans.

What are the Traits of a Caldwell Trust Officer?

Honest. Compassionate. Kind, Empathetic. Problem-solving. Impartial. Non-judgmental. We are committed to the work we do and the clients we serve. We promote Caldwell Trust Company’s culture of family, community involvement, and leadership. We provide emotional support for clients in their time of need.

Caldwell Trust Company-Managing Wealth—Preserving Legacy

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