Take The Next Step Toward Your Financial Goals
At BankGloucester, we know your financial goals evolve—whether you're navigating retirement, managing a growing portfolio, or planning your legacy. That’s why we’ve partnered with Hayden Wealth Management*, a local, independent financial advisory firm offering comprehensive, personalized guidance for each stage of your financial journey.
Led by Alyson Basso, MBA CFP® ChFC® TPCP®, Hayden Wealth Management provides:
- In-Depth Financial Planning – Align your cash flow, taxes, investments, and retirement goals
- Income Optimization – Understand and manage income before and after retirement
- Tax Strategy – Minimize liabilities with thoughtful, efficient planning
- Intentional Investing – Evidence-based strategies for long-term, sustainable growth
Alyson and her team are here to help you feel more confident, more organized, and more in control of your financial future.
Learn more about Hayden Wealth Management
Alyson Basso, MBA CFP® ChFC® TPCP®
Managing Principal - Financial Advisor
abasso@myhaydenwealth.com | 978-907-6237
Alyson Basso, MBA CFP®, ChFC®, TPCP® is the Co-Founder and Managing Principal of Hayden Wealth Management, where she has spent more than 20 years helping individuals and families make more confident, informed financial decisions. She specializes in working with professionals and families approaching or living in retirement, helping them navigate the complexities of investing, tax planning, retirement income, and long-term wealth management with greater clarity and confidence.
She holds the Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®) designations and earned her Master of Business Administration (MBA) from Bentley University with a concentration in Law and Taxation. She has also completed advanced coursework in blockchain and digital assets, reflecting her commitment to continuing education and understanding emerging trends that may affect clients' financial planning.
Alyson is deeply committed to advancing the financial planning profession and continually pursuing the highest standards of professional excellence. She serves as an item writer for the CFP® Certification Examination, helping shape the next generation of Certified Financial Planner™ professionals. She is also a member of the CFP® Scholarship Review Panel and serves as an Adjunct Faculty member for the Department of Professional Designations at the College for Financial Planning.
Committed to Advanced Tax Planning
Recognizing that taxes often represent one of the largest lifetime expenses individuals face, Alyson was a member of the inaugural Tax Planning Certified Professional® (TPCP®) class through The American College of Financial Services, completing specialized training focused on tax-informed financial planning.
This advanced program emphasizes strategies designed to help reduce lifetime tax liability through retirement income planning, Roth conversion strategies, charitable giving, estate planning, and other planning opportunities. Alyson believes thoughtful tax planning is one of the most valuable ways a financial advisor can help clients preserve more of their wealth and improve long-term financial outcomes.
Beyond her professional work, Alyson is actively involved in her community. She serves on the Board of Directors for the Tri-Town Council, supporting programs that strengthen families and communities, and is an Angel Volunteer with Soldiers’ Angels, assisting service members, veterans, and their families. She is also an Ambassador for Raising Awareness of Developmental Language Disorder (RADLD) and participates in local volunteer initiatives.
Alyson lives in Windham, New Hampshire with her family and their Dalmatian and enjoys staying active through hiking, running, and figure skating. She is especially passionate about the Franconia Half Marathon, which supports Adaptive Sports Partners of the North Country. Her commitment to service extends beyond her work, as she believes in leading by example and actively involves her family in giving back.
Jason Mahoney, CFP®, is a Financial Advisor with Hayden Wealth Management, where he helps individuals and families make thoughtful decisions about their investments, retirement, and overall financial lives.
With a background in both banking and wealth management, Jason understands that financial decisions rarely happen in isolation. Whether someone is preparing for retirement, evaluating an old 401(k), managing investments, or simply trying to understand whether they are on the right track, his goal is to bring clarity to the process and help clients determine what comes next.
Jason is particularly passionate about making financial planning approachable. He takes the time to understand what is important to each client, what they want their money to accomplish, and to explain financial concepts in clear, straightforward terms. As part of the Hayden Wealth team, he works closely with clients to organize their financial picture, identify planning opportunities, and coordinate the details needed to move their plans forward.
Jason also serves as a primary point of contact for Hayden Wealth Management’s relationship with BankGloucester. Because he began his career in banking, he understands the value of having a trusted local bank as part of a client’s financial life. He works closely with the BankGloucester team when clients have questions that go beyond traditional banking and could benefit from additional financial guidance.
Jason earned his degree in Business Management with a minor in Finance from Suffolk University. He is a CERTIFIED FINANCIAL PLANNER™ professional, has passed the Series 65 examination, and holds a Massachusetts life insurance producer license.
Outside of work, Jason enjoys basketball, golf, hiking, and traveling. He has also volunteered as a soccer coach with Special Olympics.
At the center of Jason’s approach is a simple belief: financial planning should help people feel more organized, better informed, and more confident about the decisions ahead.
* Advisory services are offered through The Patriot Financial Group, LLC, an SEC registered investment adviser, dba Hayden Wealth Management. BankGloucester, The Patriot Financial Group and Hayden Wealth Management are separate entities. BankGloucester does not provide investment advice, does not supervise advisory services or monitor client accounts. BankGloucester's role is limited to introducing customers to Hayden Wealth Management and providing meeting space at its branches. Any advisory relationship is solely between the client and Hayden Wealth Management.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Check the background of Hayden Wealth Management on BrokerCheck, a free tool created by the Financial Industry Regulatory Authority (FINRA) to research the background and experience of financial advisers and firms.
Click here for a copy of the Patriot Financial Group Relationship Summary Form (Form CRS). Free and simple tools are available to research firms and financial professionals at investor.gov/crs, which also provides educational materials about broker-dealers, investment advisors, and investing.
BankGloucester does not provide tax or legal advice; it is important to coordinate with your tax or legal advisor regarding your specific situation.