Caldwell Insurance & Wealth Management
About Us
Protection. Retirement. Wealth.
At Caldwell Insurance & Wealth Management, we believe financial security begins with a solid plan. Our mission is to help individuals, families, and business owners protect what matters most, build lasting wealth, and create a stronger financial future.
We understand that everyone's financial journey is different. That's why we take a personalized approach, focusing on your goals, priorities, and long-term financial well-being.
Protecting
Safeguarding your family, assets, and income with the right insurance strategies.
Retirement
Building a retirement plan designed to provide income and security for life.
Wealth
Creating generational wealth through smart financial planning and annuity solutions.
Why Choose Us
What Sets Caldwell Apart
48+ Carrier Relationships
Through our Simplicity network, we have access to over 48 top-rated insurance carriers — giving you more choices and better rates.
Personalized Approach
We take time to understand your goals, family situation, and financial picture before recommending any solution.
Retirement & Protection Expertise
From annuities and life insurance to employee benefits, we specialize in strategies that protect and grow your wealth.
Faith-Centered Values
We believe financial planning is personal. Our practice is built on integrity, trust, and a genuine commitment to your well-being.
Meet Your Advisor
Kameron Caldwell
CFS℠ · CCFS · Senior Founding Partner & Chairman of Board
Client Reviews
What Our Clients Say
"Just want to say thank you to Kam Caldwell for taking the time to work with me and my family on our financial future. His knowledge and professionalism are second to none."
O'shea Nelson
5/21/2020
"Caldwell Insurance and Wealth Management provided to my husband and I excellent financial guidance. We are very pleased with the service and results."
Tonya Bradley
9/5/2026
"Kameron Caldwell is one the most honest and best insurance advisors in Memphis. Definitely recommend him to anyone looking for financial guidance."
Reginald Norfleet
6/18/2026
Resources
Latest Articles
Life Insurance
Key Person Insurance: How Major Corporations Protect Their Most Valuable People
Companies like Apple, Tesla, Microsoft, and Amazon are known for their innovation and leadership. Bu…
Life Insurance
Executive Carve-Out Plans: A Strategic Way to Reward and Retain
In today's competitive business environment, attracting and retaining key executives is about more t…
Mortgage Plans
Three Mortgage Strategies Every New Homeowner Should Understand
Buying a home is a major milestone. It also brings an important question: How do you protect your fa…
Ready to Protect Your Future?
Get a free, no-obligation quote in minutes. Our team is ready to help you find the right coverage for your family or business.