ABOUT
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My Mission: Creating Mental Free Space
Using mind mapping and strategic planning, I help individuals, families, and businesses organize their world and turn ideas into action. My approach, rooted in brain science and active imagination, transforms complexity into a dynamic, evolving roadmap catered to each client’s destination.
“Joey brings a rare combination of operational experience and emotional intelligence. His ability to create mental white space—especially for people who are juggling a lot—is what sets him apart. He doesn’t just offer insight; he clears the noise so you can actually move forward with clarity, structure, and confidence. His background gives him range, but it’s his presence that makes the difference.”
— Family Office Executive, Hawai‘i & California
Background
Growing up on Maui, my family navigated persistent challenges. Running our family restaurant, financial strain, and troubles of everyday life left little time for what mattered. From an early age, I knew I wanted to help individuals, families, and businesses to gain control and clarity of their lives or businesses. These early experiences are the driving force behind Baldwin Intergrated’s conception. My early career took shape in a corporate office, where I helped lead various operating businesses, manage private investment funds, and advise nonprofits across Los Angeles and Las Vegas. I studied psychology and global health at Harvard University– diving into human behavior, decision-making, and systems thinking. After years building and optimizing organizations, I returned to Maui to launch Baldwin Integrated—a consulting firm offering planning, execution support, and strategic insight for clients ready to implement systems that leave time for what matters to each client.
Areas of Expertise
With a background in finance, operations, advisory, and execution, I help clients navigate complexity across many areas. Below are a few focus areas where I’ve delivered meaningful results through the Master Action Plan process.
Business Operations & Project Management
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Oversaw operations for businesses and nonprofits with teams of 40+ and budgets over $10M.
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Led strategic planning, resource allocation, and execution across departments.
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Managed cross-functional projects and investment portfolios totaling 250M+.
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Directed financial modeling, valuation, audits, and capital planning to support growth and decision-making.
Executive & Family Office Advisory
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Directed advisory services for high-net-worth families and business owners.
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Worked alongside C-suites to optimize corporate structure, finance, and workflow.
Investment Oversight & Capital Raising
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Supervised deal structuring, valuation, and investor relations across transactions totaling $100M+.
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Managed capital raises and due diligence for multi-asset portfolios, including real estate, venture, and private equity.
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Led real estate strategies and asset oversight for portfolios spanning 10+ properties across multiple states.
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Served on Investment Committees overseeing $50M+ in capital and managing relationships with venture partners and portfolio operators.
Legal, Compliance & Risk Management
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Negotiated private equity deals valued at $50M+.
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Oversaw legal and compliance for government-regulated entities across multiple industries.
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Collaborated with attorneys, CPAs, and investment bankers to ensure seamless, cross-disciplinary execution.
Why Clients Choose Me:
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– I listen deeply and respond with structure
– I map complexity into action
– I understand the weight of business, family, and transition
– I work with people others don’t know how to help
My Style & Values
Results-Oriented
While I value the process, I’m here to help you get things done. That means building clear plans, defining next steps, and creating traction—not just insights.
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“We had clarity, action items, and a renewed sense of direction after just one session. It wasn’t theory—it was movement.”
— Co-Founder, Mission-Driven Startup, Nevada​
Attention To Detail
I ensure the accuracy and integrity of all tasks, with a detail-oriented management style that brings exceptional diligence and precision—while maintaining a clear focus on broader strategic goals.​
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“He helped us see how our personal life, business, and estate plan were all connected—and made decisions that supported the whole picture.”
— Multigenerational Family Client, Scottsdale
True Collaboration
Clients trust me for my presence, professionalism, and personalized approach. I listen deeply, collaborate intentionally, and offer insights that reflect your reality—not a generic playbook.
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“He showed up with zero assumptions and really listened. I felt seen, respected, and supported the whole way through—like I had a true thought partner.”
— Nonprofit Director, Maui
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Integrity-Driven
My work is guided by integrity, curiosity, and an unwavering commitment to doing what’s right for you and your goals. I thrive under pressure, deliver on promises, and treat your priorities like my own.
“Joey never pushed an agenda—he just kept coming back to what was most aligned with our values. That kind of integrity is rare in a strategic advisor.”
— Wealth Management Client, Los Angeles​
Personality
Highly motivated and enthusiastic about taking on new projects and ideas. Calm under pressure. Demonstrates strong independent project management skills, especially when team resources are limited, and consistently operates with initiative and minimal supervision.
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“Even when everything felt urgent, Joey held space with calm and clarity. It allowed us to slow down, breathe, and finally make good decisions.”
— Mortgage Broker, Los Angeles
Creative Problem Solving
I bring structure to chaos and turn uncertainty into clarity. From systematizing daily operations to facilitating strategic pivots, I help clients move forward with confidence.
“Joey took what felt like a tangled web of business challenges and laid out a clear, structured path forward—fast. I stopped spinning and started executing.”
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— Founder, 7-Figure E-Commerce Business, California