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Item: Blue Barn Wealth
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370 West Center Street
Orem, UT 84057

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801.466.4101

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Live a more simple, intentional, and meaningful life.™

Whatever your stage, Blue Barn Wealth® will reduce the financial complexity, broaden your vision of wealth, and help you live a more meaningful life.

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You are now leaving the website of Blue Barn Wealth® and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Blue Barn Wealth. Blue Barn Wealth is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Blue Barn Wealth's website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

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Live a more simple, intentional, and meaningful life.™

1. About You

Please fill out the following information so that we can reach out to you to start the process.

3. Financial Info