Swami Nathan

Swami Nathan is the Founder of Threshold Wealth Partners, a boutique advisory firm dedicated to helping entrepreneurs and business owners transition from building businesses to preserving and managing wealth.

With over three decades of experience spanning investment banking, operating leadership, and investing, Swami brings a unique perspective to wealth management — one grounded in how wealth is actually created. As Founder of Threshold Partners, he has advised business owners on mergers and acquisitions, capital raising, valuation, and strategic growth, guiding companies through critical inflection points including liquidity events and exits.

This experience shapes his approach at Threshold Wealth Partners. Rather than focusing solely on portfolios, Swami works with clients across the full financial lifecycle — from pre-liquidity planning to post-exit wealth structuring, investment strategy, and legacy planning. His advice is practical, integrated, and tailored to the complexities faced by entrepreneurs and high-net-worth families.

Swami holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, combining deep investment expertise with disciplined financial planning. He is committed to a fee-only, conflict-free advisory model, focused on long-term relationships and aligned outcomes.

Based in the Chicago area, Swami works with clients nationally, partnering with them to preserve wealth, manage risk, and build enduring legacies.