Important Relocation Announcement for Clients
I am writing to share some exciting news regarding the future office location of SageOak Financial!
Since our founding, our primary focus has always been helping you navigate your journey toward true financial freedom and peace. To ensure we continue delivering the high level of service you deserve, we are transitioning our office to a new location.
Our current office space holds a special place in our history. It is owned by two of our firm’s partners, and it has been the backdrop for many special events, milestones, and memories over the years. We are incredibly grateful for the time we’ve spent here, but we are equally excited about the opportunities this next chapter brings for our clients and our team!
New Location – Two Warren Place
No later than April 2, 2026, we will officially open our doors at our new long-term home:
SageOak Financial, LLC
Two Warren Place
6120 S Yale Ave, Suite 100
Tulsa, OK 74136
Located in the heart of Tulsa across from Saint Francis Hospital and LaFortune Park, this move transforms our workspace from a standalone building to a premier campus environment.
Why the Move? A Strategic Upgrade
This move, partly designed as an intentional shift towards efficiency, also gives us access to first-class amenities that dramatically expand what we can offer clients:
- Expanded Event Capabilities: We will have access to over 11,000 square feet of newly renovated, high-tech conference and event space, allowing us to host in-person or virtual workshops and client appreciation events for 100+ people on-site, something we cannot do at our current location.
- Premium Convenience: We have secured Suite 100 on the ground floor, offering convenient, elevator-free access, with guest parking just steps from our door.
- A Destination Experience: Set within a beautiful 52-acre park-like campus, we will be walking distance to dining options like Neighborhood J.A.M., Pub W, and Mahogany Prime Steakhouse. Additionally, right next door is the DoubleTree Tulsa Warren Place, a 4-star hotel and conference center, offering convenient lodging options for out-of-town clients and additional facilities for special events.
Elevating Your Client Service Experience
Alongside the physical move, we are upgrading how we connect with you. We are introducing a dedicated private client service phone line and email address to ensure your client service needs are always handled with the priority and speed they deserve.
Additional details on the phone number and email address, including a client contact info card, were included in the recent relocation announcement letter sent via USPS mail.
Although you can continue using our individual email addresses and phone numbers, you can begin using these dedicated communication channels immediately to bypass general phone lines, ensuring faster resolution for everything from scheduling to document requests, account questions, and more.
Think of it like the “fast lane” option at a theme park, without the extra cost!
Building the Best Team for You
This move is also a significant investment in our team. The new campus offers amenities like a fitness center, walking trails, and a vibrant professional community.
This environment will help us attract and retain the top-tier talent needed to manage your wealth for decades to come.
What You Need to Know
Rest assured, although our physical address is moving, our commitment to you remains the same.
- Operations: We anticipate zero disruption to our services during the transition.
- Schedule: Our last day at our current location is tentatively planned for the second half of March, but no later than April 2, 2026. We will communicate our exact move date as those details emerge in the weeks ahead. For those who meet with us in person at our office, we will provide detailed directions prior to your first visit.
If you have any additional questions regarding the upcoming move, please do not hesitate to reach out to me or our Client Relations Manager, Nancie Owsley, at your convenience.
As always, it is our absolute pleasure to assist you with your wealth management needs, and we look forward to serving you from our new home at Two Warren Place very soon!
