Caldwell Trust Company offers wealth management and fiduciary services, including investment management, estate planning, and retirement plan services. They serve individuals and families, focusing on personalized, independent trust services. Their unique selling proposition is providing client-focused, unbiased advice without affiliations with insurance or investment companies, ensuring recommendations are in the client's best interest. With over $1.5 billion in assets under management, they cater to those seeking tailored financial solutions and high fiduciary standards[1][2][5].